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How do I get the template for my report?

March 13, 2023 by Nicole Gampe

If you go to Reports page in Activity Insight, click on the name of the report. Underneath the title on the top left you will see a link that says Download this report’s template, if you click on that you will get a Word document that shows you what screens and fields are being used to create the report. This method works for all reports.

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