💡In this article, you will learn:
📚Templates
Templates are report formats created by Style Arcade & 'Owner' users within your business to make shared reports more accessible.
It's a great way to ensure all users can access important insights in a standardized way, helping your business stay aligned and efficient!
Creating templates
Note: Only Owner users can create and manage templates. Please reach out to our in-app chat if you are unsure! 😊
Build your report anywhere in the app
Click on Reports > Save this report
Give the report a name, and description (optional)
Save the report under Templates or one of your Templates folder
Everyone within the business should now be able to view that report when they go to the Templates section.
Tip: You can also convert one of your existing saved reports to a template.
Go to Reports Library > My Saved Reports
Find the reports you'd like to convert
Click on the hover menu and select Convert to Template
Accessing templates
You can access templates via the Reports button
or from the Discover page under Best practice templates.
Managing templates
Note: Only Owner users can create and manage templates. Please reach out to our in-app chat if you are unsure! 😊
Update existing templates
Click on the template you want to update via Reports
Adjust your template on your screen while keeping the template bar open
Click on Save changes on the top bar and the updated Template will be ready for the rest of the team when they use it next
Creating a templates folder:
Go to Reports Library > Templates
Under the Templates section
Click on + New folder, and enter the folder name. description (optional) and click Create 🙌
Moving templates into folders
Go to Reports > Reports Library
Under Templates
Find the templates you wish to drag into a folder
Follow the 3 steps below toClick, Drag, and Drop)
Converting reports into templates
You can convert your own saved reports into a template to share with the whole business.
Go to Reports > Reports Library
Under Templates
Find the report you wish to move, then select Move To
Select the folder for the templates to move to, and you're done!
Got any questions? Feel free to reach out to our in-app chat for assistance! 😊