Buxton Templates
Global templates that provide a starting point for creating reports.
Template options:
Business summary
Core profiles
Demand generator
Demographics
Media Preferences
Profiles
Retail leakage
Vehicle registration
Team Templates
Team Templates enables consistent reports across departments.
Steps to create a template:
Create a configurable SCOUT report following the usual processes, then run the report.
Click to view the report in the Reports tab.
If desired, click the Customize button to customize the variables and order of the variables.
From the Customize menu, click the Save As button.
Select "Team" on the "Create New" tab to save the report as a team template.
Alternate method for creating a team template:
View your templates via the SCOUT Reports Screen.
Click the "Manage Templates" button on the top right of that screen, then find the template you want to convert into a team template.
Click the vertical ellipses button on the right of the template you want to edit, then click "Edit Name and Permissions."
Change the template level to a team template to make it accessible to other users in your account.
*To convert a template, the Admin user must be the original creator of the template.