To set up the report based on a template:

1. Go to the [Files and notes] tab.
2. Upload a file.
3. Set the [Use as template] flag for it using the [Use as template] item in the actions list on the detail.

To change this flag rerun this action.

Report based on PivotTable template

In the [Report Templates] section, click [Add]. The edit page will open with empty fields.

Fill in basic information:

• Report name
• Specify the person responsible for the report
• Specify the object
• Specify the base report filter
• Specify the custom filters
• Specify the columns
• Save the settings
• Generate customized report
• Edit generated report
• Add file as a template
• Edit settings for rows