Help Centre

Create a new report from within the report view

1. Click the + button next to the report name. This creates and opens a new report.
2. Name your report by clicking on the report name.

Create a new report from within the repo view

1. Open the repo and click the green ‘New’ button at top right. This creates and opens a new report.
2. Name your report by clicking on the report name.

Organise reports

Reports are organised in your Data repo. To access your reports, click the folder button next to the report name: the repo view opens.

Reports are sorted alphabetically by default.

The repo view shows:

• Report name
• Tags applied to a report
• A lock icon if the report is Read Only
• Last updated date
• Last updated by
• Owner
• Number of users with access. Click here to see details of users and manage access
  
  
• Items shared with the whole organisation are indicated by the ‘office building’ icon
• An information popup showing who created the report and when, alongside the report's unique ID
  
  

Manage documents with tags

Tags can be applied to any document in Quantemplate, to help organise assets.

Tags are created by Org Admins within the repo views for Feeds, Pipelines, Data and Analyse. They can be applied to documents by document owners. Tags are set at an organisation level and are available to all document types.

Within the repo sidebar, users see all the tags for documents they have access to. Clicking on a tag in the sidebar filters the document list by that tag.

Learn more about tags →

Sort, search and filter reports

Reports can sorted by report name, updated date and user last updated by. Click the arrow button to reverse the sort direction.

Click in the search field to search reports by name.

Click the filter icon or hit ‘F’ on the the keyboard to filter reports by date created, date updated, report name, owner, updated by user.

Duplicating reports

Click the three dots at the end of the row and select ‘Duplicate’ from the popup menu. The report is instantly duplicated and the document opened. The suffix ‘– copy’ is added to the duplicate report’s name.

Renaming reports

Click the three dots at the end of the row and select ‘Rename’ from the popup menu. Alternatively, edit the report name by opening the document and clicking on the name.

Archiving reports

Click the three dots at the end of the row and select ‘Archive’ from the popup menu. Archived reports are not deleted, but hidden from the repo.

Archived reports display a warning in the top right of the report view.

Note that reports in Quantemplate cannot be deleted permanently by users. Contact us if you have a specific deletion requirement.

View and restore archived reports

1. To show archived reports, click the ‘Show/hide archived’ button in the top right of the repo, or hit ‘A’ on the keyboard.
2. Click a report to open it.
3. To restore a report to the repo, click the three buttons at the end of the row and select restore.