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Create a Template

Build a report template and fix formatting with Process Template.

Updated

Create a New Template

  1. Click on the Add New button.
  2. The template editor will appear.
  3. Fill out all the required details.

Add new template

Template editor

Template details filled

  1. Click the "Process Template" button to fix any structural or formatting issues.
  2. After the template is processed, the "Reset to Appear" button will be enabled. Use it to reset the template if needed, or click "Save" to save.

Process template

Save template

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