How to create a Template

Use this tutorial when you want to save a report as a reusable template. Templates save report field data, but images are not included.

Before you begin

Before you begin, open the report that contains the fields you want to reuse. Confirm the report type, such as URAR, Update Report, Completion Report, or GPAR. Confirm the reusable fields are filled correctly.

Remove assignment-specific information you do not want to reuse. Remove subject-specific values if they should not appear in future reports. Keep standard commentary, certification defaults, common client information, or workflow defaults that should be reused.

Decide whether the template should be personal or shared with an organization. Decide whether you are creating a new template or replacing an existing one.

Open the source report

Go to your dashboard or orders list. Open the report you want to use as the template source. Wait for the report editor to load.

Review the left navigation and confirm you are in the correct report. Confirm the report type is the same type you want the template to support.

Open Save Template

Go to the navigation bar while inside the report. Click the template or save-template action. Wait for the Save Template modal to open.

Read the note that images will not be included. Confirm you still want to save the current report data as a template.

Choose where to save the template

Review the Save to option if it appears. Choose Personal if only you should see the template. Choose an organization if the template should be shared with that organization.

If no organization option appears, continue with the personal template destination. Confirm you selected the correct destination before saving.

Create a new template

Select New template. Click the Template Name field. Enter a clear template name.

Include the report type or use case in the name if helpful. Review the name for spelling. Click Create Template.

Wait for the save process to finish. Close the modal after the template is created.

Overwrite an existing template, if needed

Select Overwrite existing. Open the template dropdown. Choose the template you want to replace.

Confirm the selected template is in the correct destination. Review the warning that the selected template data will be replaced. Edit the template name if you want to rename it.

Click Overwrite Template. Wait for the overwrite process to finish. Close the modal after the template is updated.

Confirm and use the template

Open your profile. Go to Templates. Search for the template name.

Confirm the template appears under the expected personal or organization scope. Start a new report with the same report type. Select the saved template during setup.

Open the new report. Review the prefilled fields. Edit any fields that do not apply to the new assignment.