To access the template gallery, click on File at the top left of your screen then click on Print. You can also use the shortcut [⌘ + P] (Mac) or [CTRL + P] (Windows).
Adding A New Template
To create a new template from scratch click on the "Add Template" + icon within your desired category of prints:
Copying An Existing Template
To make a copy of an existing template that you can modify, hover your cursor above your desired print and click on the duplicate icon.
This will make a copy that you can edit, rename, and rearrange.
Customizing And Creating A Template
After you've copied an existing template or created a new one, you will be directed to your template editor where you can begin to edit columns and merge fields. Here you can drag in blocks on the specific sections of info you're needing.
For more info on editing and customizing a template please visit our support article on Using Print Blocks To Customize Your Reports - Printing
If you're needing to view your template's changes with your info placed, you can click on "Print Preview" at the top right at any time.
To head back to editing your template, click on "Edit Template" at the top-right.
To rename a template, click on the copy's title at the top right and type your new one in.
Deleting A Template
To delete a template you've created or copied, hover over it with your cursor on the Template Gallery and click on the pencil icon to edit. Once in the edit view click on "REMOVE" at the top right.