Overview
A default report template is a template that is automatically used when forms are generated into reports unless otherwise specified. A single form can have multiple report templates, but unless you specifically choose another template, the report you designate as your default template will be used.
By setting the default report template, you can streamline report generation processes and ensure that the right template is used automatically.
Setting Your Default Report Template
To designate a report template as your default template:
- Go to Forms > Custom Reports in the Portal. Here you'll see a list of all your report templates.
- Select the Actions > Default next to the template you wish to set as your default report template.