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.
Step 2: Click on the Client Data tab.
Step 3: Click on 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:
Just take into account that the above url will only work if you are logged in into NutriAdmin when you click it.
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.
Finally, to view/edit a template, simply click on its name in the table.