Sharing and Deleting Report Templates

Whether you want to share or delete outdated templates within BigSIS, not all templates will reside in the table they were created in. Follow these steps to learn how to share or delete report templates.

Click here to Delete Templates

To Share Templates:

1. Go to Miscellaneous > Templates > My Report Parameter Templates.
   
   
   
2. All templates created can be found here. You can filter by the type of report and/or select the template you'd like to share and Copy. 
   
   
3. Once copied, you will be taken to another page where you can select a user to share with.

To Delete Templates:

1. Go to Miscellaneous > Templates > My Report Parameter Templates.
   
   
   
2. All templates created can be found here. You can filter by the type of report and/or select the template you'd like to Delete. 

Pro Tip! Admins have a table for all templates, regardless of the creator. This table is found under System > User Management > All Report Parameter Templates.