Report templates fields
Here you enter the name of the template.
Here you select what type of template you want to create, provided the report is linked to a trade document. This is not a required field. If you want to create a free report that is not linked to a trade document, you can leave this field empty.
You can link the report to an email template, this is not mandatory. When sending this report via e-mail, the report will be sent as an attachment.
Note: you can only open the designer after saving the template.