Upload an export template for a report

Jose Leonardo-Munoz
Jose Leonardo-Munoz
  • Updated

Author: Jose Munoz

Date: 5/22/2024

Audience: Everyone

Environmental details: Cloud/Selfhost

 

Summary: 

In this article, you will learn how to share an export template and how to upload it.

Solution:

Users with read/write permissions can upload and export a custom template.

To upload an export template for a report:

  1. Save the template you want to upload to your desktop computer.

  2. Select Export > View all export options to open the All export options window.

    Office templates is the third option in the Export menu
  3. In the window that opens, click Upload a Template.

    Image of the "upload a template" button in the Office Templates window.
  4. Select Choose File and select the template you want to upload.

    Browse.png
  5. Enter a name and description for the report.

    To make the template name and description visible in your export, include these field tags:

    Report Name

    «reportName»

    Report Description

    «reportDescription»

    For a list of other available field tags, you can include them in your templates for the current project.

  6. Under Share with, select how you want this export template to be available, then click Save Report.

    share_this.png
    • Organization — Available to users in any project. Export templates shared with the organization are visible in the left column of the Office Templates window with the label All Projects.

    • NOTE: To be able to share a template only Organization Admin can.
    •  

      The words "all projects" appear below the name of the template
    • Project — Available to other users in this project only.

  7. Click Run.

    click_run.png

A confirmation message appears with a link to the report.

 

Please feel free to leave feedback in the comments below.

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