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.

Access & Permissions

How to access Ticket Report Templates

1. Click 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 and Filter Templates

To view or edit a template:

1. Click on a template in the list
   

   

Filters work in the same way as described in Filter Tickets.

The following filter criteria are available for the ticket report templates table:

• Added by default:

  • Creator
  • Created on

• Not added by default:

  • ID
  • Template name
  • Template type
  • Assigned projects
  • Assigned projects count

Duplicate a Template

To duplicate a template:

1. Open the More menu next to the template
2. Click Duplicate
   

   

Delete a Template

To delete a template:

1. Open the More menu next to the template
2. Click Delete
   

   

3. Click Confirm