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1. Click on the Settings icon in the bottom left

2. Click on the Report Templates section in the Company Settings nav

3. Click on action button icon of the report template you'd like to update

5. Edit the template's name and/or description in the dialogue

In this guide, you will learn how to edit a report template's name and description in the Company Settings

How to edit a report template's name and description

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How to edit a report template's name and description

1. Click on the Settings icon in the bottom left

2. Click on the Report Templates section in the Company Settings nav

3. Click on action button icon of the report template you'd like to update

4. Click on Settings

5. Edit the template's name and/or description in the dialogue

6. Click on the "SAVE" button