Saving a Preset Template is quick and easy. In your Web Portal go to 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. Simply select Create New from the Preset Templates dropdown.
The next time you want to generate the report, just select the form and the date range again, then select the saved Preset Template from the dropdown, and the template and your report will auto-generate. Pre-set template can also be emailed automatically on a recurring basis.
