Creating a Custom Template in DataMaster

Edited


  1. Navigate to app.datamasterusa.com/portal/reports

  2. From the Reports homepage, locate the report you want to create a template for.

  3. Click the Menu option for the report and select Make Template

  4. Enter a name for the template in the Template Name field

  5. Click Create to save your template.

  6. Your template has now been created.

  7. You can find it under Templates in the left-hand sidebar