To edit an existing report template in SmartSuite, follow these steps.
- Open the Reports module
Click the Menu icon, then select Reports > Reports.
2. Open the Report
Open the report whose template you want to edit.
3. Open the Report for editing
Click the Configure button in the toolbar at the bottom of the window.
4. Go to the template tab
Click the Template tab at the top of the report configuration window.
5. Edit a Template Element
Hover over the part of the template you want to edit, then click the Edit icon that appears.
6. Make your changes
Make the required changes in the settings panel, then click the Save button to confirm.
7. Save the Template
Save the report changes by clicking the Save button in the toolbar at the bottom of the window.
8. Run the Report with the Updated Template
Click the Generate button to run the report using your updated template.