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Use a template to create a presentation

Make sure you have created a template, or that the template you want to use has been shared with you.

  1. Navigate to the Reports tab, and then click the report type you want to work with (either Research report or Geographic report).
  2. Click the name of the template you want to use.
  3. In the Create a Presentation from template_name dialog box, enter the following information:

    Creating a presentation from a template

    1. Title the presentation. You can make the title as specific as you need since this is going to be a presentation created for a particular purpose.
    2. Set the privacy settings for the presentation. By default, the presentation is private.
    3. Enter values for any attributes that were set to unlocked, no default in the template.
    4. For any attributes in the template that were set to unlocked, default value, (available in the More Options drop-down section), either accept the default values or change them.
    5. Click Create. The system creates a new presentation based on the values you entered in the template, then opens a working version of that presentation in the Reports tab.
  4. Make any additional changes you want to the presentation, including adding, renaming, or reconfiguring visualizations and sections.
  5. Click Save Presentation.
  6. Optionally, generate a Microsoft PowerPoint version of the presentation.

Related information

Adding and configuring visualizations

Generate a Microsoft PowerPoint version of your presentation

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