Saving a Preset Template is quick and easy. In your Management Portal, Forms > Form Reporting > CSV Report Builder. If you think you will use the Report you have created again, you can save it as a Template.
The next time you want to generate the report, just select the form, the date range and the template and your report will auto-generate. Pre set template can also be emailed automatically on a recurring basis.
How do I save a preset template? Print
Modified on: Fri, 15 Jul, 2022 at 12:46 PM
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