If you have a Client Manager, you can now upload, publish, and distribute report templates to all organisations connected to that Client Manager.
Click on "Report Templates" in the left menu. Under the "Drafts" tab, click the three dots icon (···) to the right of the report template you want to publish and press "Publish".
You will then be presented with three options regarding visibility. This means which organisations the template will be available in:
- All organisations means it will be usable in all organisations currently connected to the Client Manager, including future organisations that are created or connected.
- No organisations means the report template is visible in the Client Manager only.
- Selected organisations means you get to select which organisations it should be usable in.
Click "Publish" to publish the report template.
The report template will then be found under the "Published" tab. To change the visibility settings, click the three dots to the right and select "Manage visibility".
Go into a specific organisation. Click Reports > Report Templates in the left menu. There, you will find the report template created from the Client Manager.