How do I create a new custom template in Reports?

Modified on: Thu, 1 Jul, 2021 at 5:33 PM

Note: This article referrers to our earlier Reports module which some customers do not have access to. We recommend that you use the latest Dashboard reports feature instead. Information on Dashboard reports can be found in the article Configuring Siteimprove Dashboards and Dashboard reports.

This article is intended to guide you, in a step-by-step fashion how to create a new custom template in Reports.

  1. Select Reports from the Settings menu

  2. Select Templates from the Reports side-bar menu
    Menu, Reports, Overview, Templates

  3. Select the appropriate service for which you want to create a new reports template on. In this example, Quality Assurance has been chosen.

  4. Click the orange New template button

  5. Fill in the details and click Save
    Select type and save

  6. Select the components you want to include in your report on the left-hand side. To select multiple components use Ctrl or Shift. When done, click on Add Components. You can also add more components at a later stage.
    Add Components

  7. Choose the access type of the template by clicking either Private or Shared. Private means only you can see and use the report. Shared means every user at your account can see it in their list of templates and use it. Edit names and help texts in the report to your desire.

  8. Preview the report and edit to meet your need.
    Preview report option

The new template can now be viewed under Templates and in the Overview in the Reports.
Menu, overview, templates


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