---
title: "Save and reuse report templates"
description: "Keep a composed Filter form as a named template under Saved reports, apply it again in one click (or apply and run), overwrite it with Update, and delete it — with what applying replaces and why presets stay relative."
type: "howto"
audience: [network-manager, publisher, advertiser]
keywords: [saved reports, report template, save current report settings, apply template, update template, delete template, custom range, relative preset]
ui_path: "Account → Analytics → Saved reports"
---

Fetch the complete documentation index at: https://epom.com/ad-server/docs/llms.txt. Use this file to discover all available pages before exploring further. Append .md to any documentation page URL to get its markdown version.

# Save and reuse report templates

A saved report is the whole **Filter** form kept under a name — report type, date range, time
granularity, group-by, filters, both entity-tree selections and the metric-column choice. Apply
it to rebuild that form in one click, overwrite it with **Update** when the question changes, or
delete it. What is stored is the form's **parameters**, not its results and not its resolved
dates. Scheduling a template to email itself is on
[Schedule recurring report emails](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled-schedule.md); the overview is on
[Save, reuse and schedule reports](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled.md).

**Example.** A publisher manager composes a General report, *Last 7 days*, grouped by **Site**
with the **Impressions**, **Revenue** and **eCPM** columns, and saves it as *Weekly sites*. Every
Monday she opens **Saved reports** and clicks **▷** on the row: the form reloads with last week's
seven days and the report runs in a new tab.

## Typical scenarios

| You want | Set | Where |
|---|---|---|
| The same 6-filter report every morning without rebuilding the form | Save it as a template; click its title to reload the form, or **▷** to reload and run at once | **Saved reports** in the Analytics page header |
| Fixed dates that never slide, for example the Q3 campaign flight | Pick **Custom range…** with both dates before saving; every other preset is relative | **Filter** form, then **Save current report settings…** |
| The template to follow a change in the form, schedule intact | Apply it, change the form, **Update '\<title\>'** | **Saved reports** footer |

## Step by step

### Save the current form

1. Compose the report on the **Filter** tab — see [Run a report](https://epom.com/ad-server/docs/guides/analytics/run-report.md).
2. Click **Saved reports** in the page header, then **Save current report settings…** at the bottom
   of the popover.

   ![Filter form with Group by set and the Saved reports popover open on Save current report settings](https://epom.com/docs-images/ad-server/saved-and-scheduled/save-current-form.webp)

3. Type a title (required, up to 256 characters) and confirm. A green **Record has been saved**
   toast appears, the new template is selected, and the count on the **Saved reports** button goes
   up.

### Apply a template again

1. Open **Saved reports** and click a template's **title** to load it into the form — a green
   **Report template has been applied successfully** toast confirms it. The blue **▷** icon on the
   row does the same *and* runs the report straight away in a new report tab.

   ![Saved reports popover with a template applied](https://epom.com/docs-images/ad-server/saved-and-scheduled/saved-reports-popover.webp)

2. The applied row is highlighted, and the footer gains **Update '\<title\>'**. Applying replaces
   the **entire** form, including the publisher and advertiser tree selections and the columns —
   it is not a merge.

### Update or replace a template

1. With a template applied, open **Saved reports** and choose **Update '\<title\>'**.
2. Confirm the *Edit current* prompt. The template is overwritten with the form as it now stands.
   Use **Save current report settings…** instead to keep both versions.

Overwriting keeps the template's id, so any schedule and recipients attached to it survive — the
next email simply renders the new shape.

### Delete a template

Click the red bin icon on the row and confirm **Remove report template?** with **Delete**. Deleting
also removes every schedule slot attached to the template; recipients go with it.

## Caveats and exceptions

- **Templates are private to the login that saved them.** The list is loaded per user and there is
  no way to share one; anyone sharing a login sees its templates and recipients. To get a report to
  a colleague, add them as a schedule recipient or [export the file](https://epom.com/ad-server/docs/guides/analytics/exports-and-ai.md) and send
  it.
- **The date range comes back as the preset, not as dates.** A *Last 7 days* template applied
  today runs over the last seven days from today. Only a **Custom range…** template carries two
  fixed dates — the one case where the saved parameters hold literal days, deliberately, so a
  relative range never freezes.
- **Applying overwrites work in progress.** Save the current form as its own template first if you
  might want it back — there is no undo and no merge.
The caveats that apply to templates and schedules alike — who can use it, recipient addresses,
the address bar — are on [Save, reuse and schedule reports](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled.md#caveats-and-exceptions).

## Not working?

| Symptom | Check | Where |
|---|---|---|
| Applying a template gave the wrong dates | The preset is relative; only **Custom range…** keeps fixed dates | Re-save with **Custom range…** if you need fixed days |
| My tree selection or columns vanished after applying | Applying replaces the whole form, including both trees and the column set | Save the in-progress form as its own template first |
| *Cannot save the record* | The save failed; no reason is shown | Retry with a shorter title (max 256 characters); if it keeps failing, ask Epom support or your account manager |
| A colleague cannot see my template | Templates are private to the login that saved them | Add them as a recipient, or export and send the file |

Emails that never arrive, and the Scheduling dialog, are on
[Schedule recurring report emails](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled-schedule.md#not-working); the rest of the
list is on [Save, reuse and schedule reports](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled.md#not-working).

## Reference

The **Saved reports popover** controls are in the hub's
[Reference](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled.md#reference); the REST calls that save, rename and delete a
template are in [Over the API](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled.md#over-the-api).

## Related

- [Save, reuse and schedule reports](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled.md)
- [Schedule recurring report emails](https://epom.com/ad-server/docs/guides/analytics/saved-and-scheduled-schedule.md)
- [Run a report](https://epom.com/ad-server/docs/guides/analytics/run-report.md)
- [Exports and the AI query box](https://epom.com/ad-server/docs/guides/analytics/exports-and-ai.md)