How to create report templates

How to create report templates

After running a report, you can save it as a template so that you can run it later with the same pre-defined settings.

  1. Log in at https://report.boldchat.com.
  2. Click New report to select a report that you want to schedule.
  3. Click Run report.
  4. On the Report results page, click the cogwheel icon and then click Save as Template.

You can find report templates in the Templates report category.