💡In this article, you will learn about:
How to access templates
Creating new templates
Managing templates
Updated March 2024
Owners can now manage Templates! Check out this section for more info.
Have a report that the whole team shares on a daily? Why not turn it into a Template?
Accessing Templates
You can access templates via the Templates Library found on the top right of your Products tab.
It is also housed under the New Discover page!
From weekly reports such as Top 20 Bestsellers to sell through categories & what's not selling we've got you covered!
Click into 'View all templates' to explore all Templates our brand success team has curated just for you!
Like to see the report in detail? Click into 'See all products'
Once you clicked into a template, you can apply filters, and metrics you'd like to see and save it as your own!
Creating Templates
'Owner' users can now create and manage templates.
Note: If you are not an 'Owner' user, and you should have access, please reach out to our in-app chat on the bottom right and one of our support representatives can set you right up!
A template can be created directly from a report/view in 3 easy steps. If 'users' want to have a view/saved view converted to a template, they may reach out to an 'owner' user of their account to do so.
Click the 'star' icon on the upper right and then 'Save this view'
Enter your title and make sure you save the report into one of your Templates folders instead of 'my saved views'
Click 'Save' and you are done!
An 'owner' user may also convert a saved view to a template by simply clicking on the three dots on the upper right of the saved view and select 'Convert to a template'
Managing Templates
'Owner' users can manage templates by organizing them into folders.
Creating a Templates Folder:
Go to Templates Library
Under the Templates section
Click on + New folder, enter the folder name and click Create 🙌
Moving Templates to a Folder:
Moving templates to a folder is as easy as 1, 2, 3 (Click, Drag, and Drop)
Updating existing Templates
Owner users can also update any existing Templates including the Style Arcade Templates that were curated by our Style Arcade experts!
Click to the Templates you are wanting to update via Templates Library or the Star Button
Apply your filters & metrics changes
Click on Save changes and the updated Template will be ready for the rest of the team when they use it next
Got any questions? Feel free to reach out to our in-app chat for assistance! 🤩