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The template is separated into four sections which will be explained in sequence here.
Basic information
Report template name - this will be shown to end users in their list of available reports.
Only users with these roles will have visibility of this report - allows you to select from all of the roles in the system to specify who should see this report in their list of reports. If you wish everyone to be able to see this in their list of reports then simply select the option all roles. This option does not effect a user's ability to run this report if it is embedded into an event they are filling in. The only requirement there is for them to have the permission allow user to run reports within their role.
Allow users to download this report as a PDF - Gives the ability for the user running this report to download the report to a PDF
Allow users to download this report as a CSV - Gives the ability for the user running this report to download the report to a CSV
Select data to run the report on - here you can select whether the data you would like to query and output principally relates to the content of events, or goals, or information on users. The selection made here will effect which input filters and output properties are available to you.
Description - this will be displayed against each report in the list so that you can provide some additional information as to the purpose of the report if desired.
Hide report if no results are found - if set to yes this will hide the output table when it contains no data
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