Use > Service Manager Reports > Report schedule and distribution > Apply a template to complete a report schedule

Apply a template to complete a report schedule

Templates enable users to quickly complete a report schedule by automatically populating fields with the applicable information.

To apply a template to complete a report schedule, follow these steps:

  1. Open a report schedule.
  2. Click Apply Template. The Select Report Schedule Template wizard opens.
  3. Double-click the template that you want to apply to the selected report schedule. You are returned to the selected report schedule, and the fields are automatically filled in with the values set in the template.
  4. Complete the other fields, as needed.
  5. Click Save & Exit.
    Note: Users authorized to use this template can also modify the template to meet their needs.

Related topics

My reports
My dashboards
Report schedule and distribution
Report administration

Related topics

Create a report
Create a dashboard
Create a report schedule

Related topics

Report descriptions and usage