This article will show you a few advanced tricks for managing your collection of reports templates more effectively.

First of all, you can access your report templates without having to load a report for a client. To do so, follow the steps below.

Step 1: Click on Settings.

nutriadmin settings

Step 2: Click on the Client Data tab.

client data tab

Step 3: Click on View/Edit report templates.

view/edit report templates

You will now have access to the Manage report templates area. If you use report templates a lot, you can bookmark the url of this page:!/manage-report-templates

Just take into account that the above url will only work if you are logged in into NutriAdmin when you click it.

report templates screen

In the report templates area you can:

  • Create new templates
  • View and edit your existing templates
  • Rename or change the category of your templates
  • Delete templates if you do not need them.

For example, you can click on the actions button for a given template to delete it.

deleting a template

Finally, to view/edit a template, simply click on its name in the table.