Contents

Templates for Report Manager

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Overview

The Templates panel in Report Manager enables users to manage saved report configurations created from prior Targeting and Contents settings.

Only one template can be active at a time. The number of available templates depends on your current GeoAnalytics subscription plan.

Overview of Templates in Report Manager Overview of Templates in Report Manager

Key Capabilities

  • Activate / Deactivate Template

    Toggle a template as active for viewing, editing, or exporting.

  • Download Template

    Export the report as a PDF file to your local device for sharing or archiving.

  • Delete Template

    Permanently remove a template from your list (this action cannot be undone).

  • Preview Template

    Open the saved report in a paginated preview mode inside the Report Manager interface.

  • Create New Template

    Restart the report creation process by returning to the Targeting configuration step.

Create a new report template in Report Manager Create a new report template in Report Manager

This feature is especially valuable for corporate users who need quick access to standardized, data-rich reports ideal for investor briefings, internal analytics, and regulatory audits.