Templates make it easy to maintain consistency across reports and save time by letting you reuse the layout, columns, filters, and styling of an existing Summary Report in any Scorecard.
Creating a Summary Report Template
You can turn any existing Summary Report into a template that can be reused across your organization.
From the left navigation, click Reports.
Select the report type you want to work with (e.g., Measure Reports).
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Reports tab.
Toggle Include in Template Library.
Click Save.
💡 Your report is now available for reuse as a template in any Scorecard.
Adding a New Report Using a Template
Once a template is saved, creating a new report using that template only takes a few clicks.
From the left navigation, click Reports.
Select the report category (e.g., Measure Reports).
Click + Add Report.
Enter a Report Name.
Select a Report Type.
Select Add From Template.
Click Save.
💡 Your new report will appear instantly under the appropriate report category.