Insights Report Developer: 
Producing Analytic Reports - Using Templates

Using templates can be a quick way to add consistency to your reports and ensure compliance with branding and visual accessibility standards.  CORE Operations has saved a few starter templates for report developers to use, which are accessible in the main acdcscodpanpd workspace for Insights MA1, under the Reporting Templates folder.

For Analytic reports, open the Analytic Template report, and then select File → Save a copy on the template to save a version for you to begin working with in your own department workspace.

In the Save window that appears, you will select your department workspace from the left-hand panel, and then your developer folder in that workspace.  Enter a name for your report and click Save.  Remember, you do not need to save a copy of this template “just to have it” for later. You can always access the template directly from the Templates folder and then copy it to use as a starting point for your new reports as you develop them.