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Page Revision: 2016/09/28 17:56
Report Templates
You can customize an existing report and save it as a template to standardize the report to ensure that you deliver consistent roll-up reporting to sales and management. Report templates are saved system-wide, and every user with permissions to run reports can use them.
Why create templates for reports?
- Provide a means to enforce consistency in the reports provided to other people, as opposed to internal reports.
- Minimize human error related to getting reports from multiple markets.