Inserting a Template
When a user selects Use Template, the template is inserted into the report based on the entry point:
Add Page (Top-Level)
Template is added at the end of the report
If the template includes sections, the structure is preserved
Add Page Inside a Section
Template pages are added to the end of the current section
If the template contains sections, they are flattened and only pages are inserted
Style and Data Behavior
Style Inheritance
All inserted templates automatically inherit:
Report theme
Fonts and colors
Header and footer settings
This ensures visual consistency across the report.
Widget Data Behavior
If the required integration is connected, widgets begin fetching data immediately
If not connected, widgets display errors consistent with existing behavior
Template Orientation Handling
Templates are filtered by orientation to prevent layout mismatches.
Portrait reports show only portrait templates
Landscape reports show only landscape-compatible templates
Orientation is stored at the template level and enforced automatically.
Saving Templates
What Can Be Saved
Users can save:
A single page
A full section
An entire report
Save as Template Flow
Initiate save from the page, section, or report menu
Provide template details:
Template name (required)
Save template
Upon success, a confirmation message is shown:
“Template saved successfully.”
Saved templates appear under "My Templates" for reuse across future reports.