Edit a Template's Fields and Filters

You can open any template to edit its fields and filters in the Template Editor. You can save your changes, or run the template and exit without saving.

Note: If you modify a stock template's fields and filters, you can click Save Template As to save your changes as a new template, but you cannot make changes to the existing stock template.

1. In REPORTS > Templates, click the name of a template.

   Note: You can open a stock template and change the fields and filters, but you will have to save that stock template with a different name; stock templates cannot be overwritten.

   The Template Editor opens. The template's fields and field placement appear in the main workspace, but the template does not contain any actual data yet. The Fields and Filter palettes appear in the left panel.

2. Make your changes.
   • For details on how to add or remove fields, and change field placement, see Create a Template.
   • For details on how to add graphs (line, bar, pie), see Add Data Visualizations.
   • For more information about filters, see Use the Filter Palette.
3. Click Save.

See also:

Publish a Custom Template
Edit a Template's Name or Description