---
title: Report Templates
slug: report-templates
docTags: 
createdAt: 2021-08-16T03:54:21.000Z
---

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If you want to create the same reporting package for multiple clients, you can do this by creating Report Templates.

## Creating templates

You can create a new template from an existing client by going to the settings wheel on the reporting page and clicking **Add Current Settings as Template.**

::embed[]{url="https://vimeo.com/587669727/03fe42e454"}

You can also create templates from the Client List in the **Templates** section.

## Editing templates

From the Client List page, you can edit templates by going to the Templates section and choosing Reporting. Make sure to click **Save** to save your changes.

Any changes made to templates will apply across all clients that use that template.

![](https://api.archbee.com/api/optimize/V98Zxq8gBNrR0oYJB0GrN/pL00Xcdg5Hl-AiAonPhxA_image.png)

## Adding templates to clients

You can add templates to clients from the Templates section on the Client List page by clicking the **Add to Client** button.

You can also add templates to clients from the **Client Settings Table**. You can find this in the Practice Settings Wheel.

::embed[]{url="https://vimeo.com/587671889/fdc90271fe"}