How to access templates

Modified on Mon, 18 Dec, 2023 at 3:15 PM

Templates can be found below the explore icon in the navigation panel. Within this section there are three different types of templates you can access:


  1. Global: these are created by the REalyse team and offer a variety of comprehensive reports on key areas e.g. Build to Sell
  2. Team: this is a custom report created by you which can be shared with anyone in your organisation that has a REalyse log in
  3. Personal: this is a custom report created by you which can be accessed at any time in the personal templates section



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