Save your search setup as a template so you can run the same report again in one click.

A template saves your chosen columns and filters. Your saved templates are listed under Insights → Reports → Templates, where you can edit or delete them. The numbers in each screenshot match the numbers in the text.

Save a template

1. Set up your search in Advance Search: module, form, columns and filters. Learn how to run a search.
2. Click Save as Template.
3. Enter a Template Name, such as Name and No. of hours volunteering.
4. Save.

Run a saved template

1. Go to Reports → Advance Search.
2. Select your module, item and custom form.
3. Choose your template from Saved Template (1). Its columns and filters load automatically.
4. Click Apply.

Once a template is loaded, an Edit Template button (2) appears next to Save as Template.

Edit a template

You can open a template for editing in two ways:

• From Advance Search — Load the template, then click Edit Template.
• From Templates — Click ⋮ next to the template, then Edit.

In the Edit Template window:

1. Change the Template Name (1) if needed.
2. Under Select Columns (2), tick or untick fields. To rename a column, type a new heading in the box below a ticked field, such as Weekly hours for How many hours are you willing to work in a week?
3. Click Update Template (3).

To change a template’s filters, load it in Advance Search, update the filters, then click Edit Template and Update Template.

Manage your templates

Go to Reports → Templates to see every saved template with its Name, Module and Number of fields.

• Search templates… (1) — Find a template by name.
• ⋮ (2) — Edit or delete a template.
• + Advance Search (3) — Start a new search.

Delete a template

1. Go to Reports → Templates.
2. Click ⋮ next to the template, then Delete.
3. Click Delete to confirm.

Reports you’ve already downloaded aren’t affected, but a deleted template can’t be recovered.

Good to know

• Number of fields — Counts the form fields you ticked as columns. The always-included columns aren’t counted.
• Clear names help — Name templates after what they show, such as Volunteers by weekly hours, so your team can find them quickly.

Related articles

1. Searching custom form answers with Advance Search