You've created a custom template, maybe it has 20... 30... 40  columns in it. And now you want to add just one more column. Instead of creating the template from scratch again, you can edit your existing custom templates! In addition to editing templates, you can also create a copy of an existing template or delete it all together!

How to Edit a Custom Template

1. Go to your Import / Export page on Zentail
2. Under the "Run Existing Report" tab, select "Custom Report Templates" to view all of your existing custom templates
3. Find the report you want to Edit and select the 'pencil' icon for that report: 
4. You will be re-directed to an Edit Template view. Here, you can add or remove columns, change the name of the report, or add other rules just as you would when first creating the template
5. When done, you can either "Submit Changes" to save the changes to this template, or "Cancel Editing"
6. Once complete, you will be redirected back to the "Run Existing Report" tab on your Import / Export page.

How to Copy a Custom Template

1. Go to your Import / Export page on Zentail
2. Under the "Run Existing Report" tab, select "Custom Report Templates" to view all of your existing custom templates
3. Find the report you want to copy and select the 'copy' icon for that report:

   

4. You will be re-directed to an Edit Template view. Here, you can add or remove columns, change the name of the report, or add other rules just as you would when first creating the template. Note: The title of this template will be changed to include the word "copy" at the end of it. You can simply edit this while still on this Edit Template view to display the appropriate title.
5. When done, you can either "Submit Changes" to save the changes to this template, or "Cancel Editing"
6. Once complete, you will be redirected back to the "Run Existing Report" tab on your Import / Export page.

How to Delete a Custom Template

To delete an existing custom template:

1. Go to your Import / Export page on Zentail
2. Under the "Run Existing Report" tab, select "Custom Report Templates" to view all of your existing custom templates
3. Find the report you want to delete and select the 'X' icon for that report:

   

4. A pop-up will appear to confirm you want to delete this template. Please note that deleting a custom template permanently removes that template from your account.