Build your own template

You can either:

1. Save a Report configuration as a template by clicking on 'Save as a template', or

2. Go to Reports > Templates, and click on the 'New template' button.

3. Save a Discovery report as a template by clicking on 'Save as a template'

Then, follow the instructions in the dialog.

Configure:

1. Name of the template. Make it as descriptive as possible.
   

2. Source of information:

   • Reports for campaign results, and

   • Discovery for inventory/supply discovery.
     

3. (Optional) Privacy toggle:

   • Private OFF means the report is available for your organization. It's the default option.

   • Private ON means the report is only available for your user

4. (Optional) Add one or more e-mail recipients

5. Reports settings. . The configuration fields will change if it's a Reports or a Discovery template. Keep reading for more information.
   

6. (Optional) Schedule reports to receive them by email.

   • Select the Frequency

   • Add the Time of the day

7. Create the template or cancel to exit the setup.