Manage Ticket Report Templates

Overview

You can manage the ticket report templates that you or others have created. There are basic and advanced ticket report templates that generate PDF files and Excel export templates. Also see:

• Create Basic Ticket Report Templates
• Create Advanced Ticket Report Templates
• Create Excel Templates for Exporting Tickets

Managing ticket report templates includes viewing, duplicating and deleting them. Also see Restrict Ticket Report Templates to Specific Projects.

To get started with ticket reports you should first read the fundamentals about Ticket Reports.

How to access Ticket Report Templates

1. Hover over Templates
2. Click Ticket Reports

Switch between PDF and Excel Templates

1. Click Excel to see the list of excel templates
2. Click PDF to see the list of PDF templates

View a Template

To view or edit a template:

1. Click on a template in the list

Duplicate a Template

To duplicate a template:

1. Click the Duplicate icon next to the template

The duplicated template will be named 'Copy of [previous template name]'.

Delete a Template

To delete a template:

1. Click the Delete icon next to the template
   
2. Click Delete
   

Deleted templates cannot be restored.