User templates

myTracker lets you add your own template reports. You need not build the entire template from scratch; specifying just a few parameters may be enough (for example when you want to build similar reports for different data views, specifying time periods and metrics is enough).

Create template

1. Select the Reports > Templates menu.
2. Press the   Add template button.

You can also build your templates in the Report Constructor that gives you immediate access to samples of template-based reports. Once the necessary parameters are set, press the  Save as template button or .

3. Fill out the report template form as follows:
   • Title — enter your template name;
   • Folder — select folder to store your template (root catalogue is selected by default);
   • Period — specify a time period to be covered by your report (for example, select 7 days to build a weekly report for the past week).
   • Email subscription — set up a subscription, if desired.
4. Specify selectors, filters and settings for your report. For more details, refer to the the Constructor section.
5. Press the Add button.

Now, selecting a template is all it takes to generate a report. For more details, refer to the Report by template section.

Edit template

1. Select the Reports > Templates menu.
2. Press the button on the relevant template line.
3. Edit template properties, subscription settings, and parameters as needed.
4. Press the Save button or, if you want to generate your report right away, Save and calculate.

Delete template

1. Select the Reports > Templates menu.
2. Press the button in the relevant template line.

The selected template will be deleted. If a template-based report was included in an email subscription, that subscription will be cancelled automatically.