How do I make my WYSIWYG reports into importable templates?


Unlike Report Wizard, which uses Report Templates to manage importable templates, WYSIWYG Reports uses a simple Import function. This will allow you to import any report that has already been created in your Campaign — no need to turn it into a template and then back into a report.

Turn any report into a template


Once you've created a report that you would like to make shareable, click the Report Settings button and find the Make This A Template setting. You have three options here: No, Yes (but only in this profile), and Yes (in all my profiles).

Choose one of the Yes settings and click Submit to make the report sharable.

How to import data into a report

Importing another report's structure and data into a new report can be accomplished with just a couple of clicks:

  1. Navigate to Reports > WYSIWYG Reports.
  2. Click the New Report button to create a new report.
  3. Click the Use Template button.
  4. Choose a previously created report from the list and click Submit.

All of the Sections and Widgets from that old report will be imported right into your new report. You can modify your Widgets, summary text, Section headers and more from there.

Can I import reports from other Campaigns or Profiles?

Yes! In order to make a report available for sharing, you must click the Tool Options button in your report and choose the Report Settings option. In this window, select an option for sharing. You can opt to share a report in one Profile or across your entire account.

I used to have more options to pick from, what happened?

Prior to 2018, all of the reports in a Campaign could be selected for import in the Use Template screen. For the sake of clarity, only reports that have been explicitly flagged as templates will appear in this listing going forward. Missing a template? Follow the steps above to bring it back into the import options.

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