Preview Data in Templates

Preview standard report templates to determine their usefulness before creating a new report. Previews only include the data to which a user has access.

Note: 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.

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 select the eye icon next to the template to open a preview in a new page.

Tip: Some templates allow users to download results in CSV or Excel format directly from the preview. Learn more.