How to Create and Use Report Templates

Within the reporting tool, you can create dashboards from Myposeo's default templates or create your own custom reports.

How to Create a Template from one of my Reports?

The video below shows the process of creating a template from a multi-tab report and how to access the list of your templates.

create_a_dashboard_template.gif

How to Create a Report from my Templates?

Once you have access to the report creation window, you can find your templates in the "My Report Templates" tab, as shown below:

create_a_dashboard_from_my_template.gif

 

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