How do I edit a custom report template?

Enterprise administrators can create, edit and delete custom templates for reporting.

To edit a custom report template:

Go to the Reports section of your account
Under Custom Report Templates, click the name of the template you'd like to edit.
Click the button at the bottom of the screen to Customize this template.
Move sections and page breaks up or down with the arrow icon and dragging and dropping the header before or after other sections.
Delete sections with the trash can icon.
Add a new section with the + icon. Choose from charts, tables, custom text, logo, page breaks and other pre-programmed text blocks (i.e sections that are already included by default and which you can remove or add, but not edit directly).
- For charts and tables, choose from the list of charts and tables from within your account, including those in Portfolio Analysis
  - Use the default name or add your own.
  - Add a footnote, if you’d like.
- Note that once you add and save a new section, it will be shown at the top of your report. Be sure to position it within your report by dragging it to the proper place. After you save the whole template and generate a report, then the new sections will become populated, if they are not already updated.
Change font size, style and format of text boxes by clicking the gear / settings icon on that section.
Rename default tables and charts and add footnotes by clicking the gear / settings icon on that section.
Click Save at the bottom of the screen to save your template.

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