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Create and save a report template

Use the Template Studio to create a reusable report template for one or more projects and save your changes reliably.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Template Studio​

Navigate to the Template Studio for your chosen project so you can create or edit a report template.

Open the Template Studio

Step 2: Enter a template name​

In the Template Studio, type a clear name for your template in the "Template name" field so it can be saved and reused.

Enter a template name

Step 3: Review the automatically created sections​

Check that the default sections listed in the template have the structure and numbering you need for your report.

Review the automatically created sections

Step 4: Save a new template​

Select "Save Template" to create your template for the current project; a confirmation message appears when the template is created successfully.

Save a new template

Step 5: Fix missing template name errors​

If you try to save without a name, enter a template name when the error message "Please enter a template name." appears, then select "Save Template" again.

Fix missing template name errors

Step 6: Open an existing template for editing​

When editing, open the Template Studio with the relevant template selected so that its name and sections are loaded for you to review.

Open an existing template for editing

Step 7: Save updates to an existing template​

After making any changes, select "Save Template" to update the existing template and confirm that the success message "Template saved." is shown.

Save updates to an existing template

Last updated: 2026-08-31