---
title: "Reports: Save as Template"
url: "https://help.nodeslinks.com/en/article/reports-save-as-template"
language: "en"
last_updated: "2026-09-09T10:43:41.123Z"
---

# Reports: Save as Template

The **"Save as Template"** feature allows you to save a report as a template, making it easy to reuse whenever needed. This feature:   

-   Allows standardization of the reporting process across the company.  
-   Automates the workflow of creating a report.

[Embedded content](https://www.youtube.com/embed/scdg22EMerk)

###   
 **1\. Create a Template from an existing Report**

You can save any custom report you create as a template. 

1.  When viewing the report, click **Save as Template** in the top right corner of the screen.
2.  In the pop-up, you can:  
    1.  Name your template.
    2.  Set access permissions:  
        1.  **Private**: Only you can see and use the template.
        2.  **Project**: Everyone in the project can access the template.  
             

### **2\. Create a Template from the Template Selection Screen**

You can also create a template directly from the template selection screen:

1.  Click **Add a Report**.
2.  Select **Custom Templates.**
3.  Click **Create New Template**. 

### **3.Use a Template**

To use a saved template:

1.  Click **Add a Report**.
2.  Select **Custom Templates**.
3.  Pick the **Private** or **Project** template you want to use.

### **FAQ**

#### **What happens to the AI-generated text in templates?** 

The AI-generated text automatically updates with data from the schedule you used the template with. 

#### **If I had a widget about an ACS, WBS, or activity that doesn’t exist in the new schedule version, what happens?** 

If the data is missing from the new schedule version, a message notifies you that the text could not be regenerated because the ACS, WBS, or activity is no longer available.