For reports only, what can you do if you want to tailor it to fit your needs?

Creating a new report based on an existing template is an effective way to tailor reports to fit specific needs. Templates are designed to provide a foundational structure that includes essential data fields and formats, making it easier to generate customized reports. By using an existing template, you can modify elements such as data sources, visual representations, and filter criteria according to your requirements, thus ensuring that the final report meets your specific objectives.

This approach not only saves time but also ensures consistency in the formatting and style of the reports generated within the organization. Leveraging existing templates allows users to take advantage of pre-built functionalities while making necessary adjustments, enhancing both efficiency and usability.

Cloning a report may not be an option provided by the system, editing an existing report could limit your ability to fully customize, and requesting a custom report from support involves additional time and may not provide immediate results, making the creation of a new report based on a template the most practical solution.