Saving and Using a Custom Report Template

Report templates allow you to create specific criteria that you can apply to future Custom Reports. Saved templates are found in the Report Templates section of the Company Report Writer screen.

How to Create a Custom Report Template

To create a template, follow the instructions found in Creating a Custom Report and instead of clicking Generate Report, click Save Template. 

How Use a Custom Report Template

  1. From the Search Bar, type "Company Report" and select Company Report Writer from the auto-complete dropdown list. Alternatively, click on the Browse All Content Menu, then click on Business Intelligence and select Company Report Writer. 
  2. From the Report Templates section, click on the name of a template.
  3. In the Ticker field, input a new ticker name or leave the original name to re-run the template for that company. 
  4. The auto-complete functionality provides a list of companies to choose from.
  5. Click Generate Report.
  6. To view the report, click on My Work History at the top of the screen and select Downloads. A box will appear to the right of the Downloads button, and you can select the Report you created.