How can the Administrator or the Supervisors copy report templates?
The user types administrator and supervisor both have access to copy a report template.
The Administrator and the Supervisors have the option to create a standard template that they can copy and adjust to specific customers.
In this article, you will learn how the Administrator and Supervisor can copy an existing template:
How to copy a report template
|In the menu, go to Reports > Templates|
|Click on to create a copy.|
Learn more about how to set up your template in the section: Report template settings