Define a custom banner template for modern reports

Save time by creating a reusable banner template instead of rebuilding banners from scratch each time you create a new report. Banner templates can also serve as starting points for any further customization that's required.

Note: For this initial release, only profile variables can be selected as banner fields for templates.

Tip: You can also choose to create a banner template when you add banners to a modern report.

1. Select Product Settings > Modern Report Templates.
   
2. Click the Banner Templates tab.
3. Do one of the following:
   1. To add your first banner template, click New Banner Template in the center of the Editor.
      
      
      
   2. To add additional banners, click New Banner Template in the top right of the Editor.
4. In Banner Template Name, enter a meaningful name for the template.
5. In Banner Template Description, enter a description of the purpose of the banner and when it should be used as a template.
6. Do one of the following:
   1. To add your first banner(s), click Add Field(s) in the center of the Editor.
   2. To add additional banners, click Add Field(s) in the top right of the Editor.
7. Select the checkbox beside the profile variable(s) to add as banners and click Add.
8. Optional: In the Editor area, drag and drop the fields into the desired banner order.
   Expand the Preview area to see how the banners will appear.
9. Click Create.