Editing the template title and description

You can follow these steps to change the name of and/or update the description of an existing template.

1. Navigate to the Templates page.

2. Click on the Edit link of the report template you want to edit.

3. You should now see the Edit Template page. Click the title or description to edit them. The display will change to a text entry.

4. Type the new title or description and then click the tick button.

5. If you are happy with your changes, click the Publish Changes button.