Statement Templates

To save any statement as a template, go to the statement you wish to save, click the hamburger menu, and select "Save as Template."
After selecting "Save," you can choose where to save your template and which work groups or companies will have access to it. To save statements, click "Add Metric," then choose "Manage My Template."
You can see all the metric and statement templates you have saved. You can rename, manage access, or delete a saved template by clicking on the gear icon. To add a template to your dashboard, select the statement templates you wish to add and click "Add Metric." Statements saved as templates can be used in a dashboard as well as in a report. To add a statement to a report, click "Statements" from the left toolbar, select "Manage," and choose the saved template you wish to use. If you are adding an unlocked statement to a new company, you will see a pop-up asking if you would like to relock the statement or keep it unlocked. If you decide to keep the statement unlocked, it is recommended that you edit the statement to ensure all your accounts are mapped correctly.
To save a statement as a template within a report, click the "Save Template" button at the top of the statement. If you have any questions about statement templates, send us a chat and let us know how we can help you improve your reach.