Publish a Custom Template

After you create a custom template, you can publish it to make it visible to all users who have access to the Templates tab.

Note: Stock templates are always visible by anyone with access to the Templates tab.

Important: If a template is public, anyone with access to the Templates tab can delete it.

1. In REPORTS > Templates, select the checkbox for the template.
2. Click Edit Properties.

   The Edit Template Properties dialog box opens.

3. Select the Publish to all users (cannot be undone) checkbox.

   Warning: When you make a template public, users who have access to the Templates tab can view, modify, and delete that template, providing their user role allows access to that template type.

4. Click Save.