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# How to create a report template in Modular DS

If you regularly create one-off or different reports for your clients, Modular DS templates let you save a base configuration and reuse it in every new report, without repeating the same settings over and over.

In this article, we'll show you how to create a template and how to manage it afterward.

## Create a report template

### 1. Go to the templates tab

Inside the reports module, open the **"Templates"** tab. There you'll see the templates you've already created and the **"Create template"** button to start a new one.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/a/5/5/aa55333f4a914000/templates_18a4791.webp)


### 2. Choose your starting point

When you click **"Create template"**, you have three ways to begin:

* **"Template from scratch"**: configure every setting from the beginning.
* **"From another existing template"**: start from a template you've already created to build a new one from it.
* **"From a previous report"**: reuse a report you've already generated as the basis for the template.

Pick the option that best fits what you need and continue.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/a/5/5/aa55333f4a914000/image_ren6su.png)

### 3. Configure and save the template

From here, the process is the same as creating a report. You'll complete the three usual steps:

* **"General configuration"**: name, language, date and time format and your logo.
* **"Content"**: welcome message, modules you want to include and closing message.
* **"Generate report"**: sending options and recipients.

You'll find the detail of each option in the guide on [how to create a report for clients](https://help.modulards.com/en/article/how-to-create-a-report-for-clients-5ecrk4/).

When you're done, the configuration is saved as a template and stays available to reuse in your future reports.

## Use and manage your templates

All the templates you create appear in the **"Templates"** tab, inside the reports module. From there you can select them as the basis for a new report, without repeating the configuration each time.

To edit or delete a template, click the three-dot icon that appears to its right and choose the action you want.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/a/5/5/aa55333f4a914000/image_1oxxiay.png)

## Related articles

* [How to create a report for clients](https://help.modulards.com/en/article/how-to-create-a-report-for-clients-5ecrk4/)
* [How to schedule automatic reports in Modular DS](https://help.modulards.com/en/article/how-to-schedule-automatic-reports-in-modular-ds-16iyhbf/)
* [How to add your branding to a report](https://help.modulards.com/en/article/how-to-add-your-branding-to-a-report-rc5ton/)

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Do you need help with anything else? Email us at help@modulards.com or contact us via the support chat, and we'll be happy to help you.