Create Reports From Templates

It is recommended to create a new report based on the template if this report type will be needed in the future. This is because standard report templates are subject to change during product updates. Creating a new report also allows users to customize the information that is included.

1. Navigate to the Reporting > Ad Hoc and Data Feeds area.

2. From the Ad Hoc tab, either filter the report table by Standard report templates or search for the template.

3. Select the ellipsis icon next to the template and then Create report from template.

4. The Create Report screen will automatically populate any relevant fields. Update this information as needed.

5. Optional - Select the forms to include in the report in the I also want to include data from the following applicant forms field.

6. Select Create Report to save the report and its configuration.

After creating a report, users have the ability to further customize it by adding new fields, removing existing fields, applying filters, and more. Any changes made to this new report will not impact the original report template.