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How to Rename a Template

Change the name of your template

Support Team avatar
Written by Support Team
Updated over a week ago

Do you need help personalizing or modifying the display name of your report? If the answer is yes, then you're in luck! This article has all the instructions you need to change the title of your template and report.

How to Rename a Template

Within this section, you can access a video tutorial and detailed instructions on how to change the name of your template and report.

πŸ’‘Quick tip: Click on the video above to expand it in another window.

Step-by-Step Guide

  1. From your dashboard, click on "Templates."

  2. Navigate to "My Templates."

  3. Locate and open the template you would like to change.

  4. Click on the title at the top of the page.

  5. Insert the name of your template in the "Name" box.

  6. Enter the name of the report in the "Friendly Display Name" box.

  7. Scroll down and hit "Save."

🌟 Quick note: when selecting a display name, the "Name" will appear for your reference, while the "Friendly Display Name" will be visible to the client for a more personalized touch.

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