Customize report templates
Updated September 4, 2026
On this page
Templates are the layouts your team uses when creating reports and quotes. Manage them on the web under Admin → Templates — not under Reports.
On the web
1
In the sidebar, open Admin.
2
Open Templates.
3
Filter Report or Quote. Select Report template or Quote template to create one. On a team template, select Duplicate.
4
Enter a Template name, then select Create.
Tips
- Official templates can be duplicated. Owners and admins can create, duplicate, or delete team templates.
- Filter Report or Quote. Report template and Quote template open a name dialog, then Studio for the layout.
- Documents also has a Templates link in the header. It opens the same page.
- Template editing is on the web. The app only picks a template while creating a report or quote.
- Team cover and logo are on Team → General, not here. See Set your team cover.
Related: Generate a report and Create a quote.
Was this article helpful?