Report Templates

Templates on Reports → Templates package a standard report configuration for reuse.

Create a template

1. Select Create Template.
2. Enter a name and optional description.
3. Choose the report type: daily company, daily producer, daily trucking, monthly summary, or custom.
4. Choose Excel, CSV, or PDF output.
5. Optionally group by bay, producer/shipper, or carrier/trucking company.
6. Choose whether to include summary statistics. Charts are available for PDF templates.
7. Optionally add comma-separated email recipients and a daily, weekly, or monthly schedule.
8. Save the template.

A template without a schedule is manual. Scheduled templates show as active and depend on working server email configuration when recipients are present.

Manage templates

Use the action menu to Generate Now, edit, duplicate, or delete a template. Duplicating is useful when a new audience needs the same layout with a different format or schedule.

Templates and Report Studio

Standard report templates are separate from Report Studio definitions. Use Report Studio for custom data sources, joins, formulas, columns, visualizations, and organization sharing.