Use this article to save a custom report setup as a template in Perk and reuse it, so you don't have to start from scratch each time. Templates save a selection of fields and filters, and you find them on the Templates tab of the Reports and schedules page.

Note: Templates are shared across your whole account, so any admin or analyst can see, edit, and delete any template.

Save a report setup as a template

Saving a custom report setup as a template in Perk keeps your fields and filters for later. For example, you can save a template named "Q3 hotel spend by cost object" for a report you run every quarter.

1. Go to Analyze > Travel reporting > Reports and schedules.
2. On the Generate report tab, set up the fields and filters you want.
3. Select Save as template.
4. In the Save as template modal, enter a title of up to 128 characters.
5. Add a description of up to 256 characters if you want one.
6. Select Save. To close the modal without saving, select Cancel.

Note: Templates don't support a custom date period. If you see "Templates don't support a custom date period. Pick a different date period to save this as a template.", pick a different date period and try again.

Create a template from scratch

Perk lets you create a custom report template without running a report first. Use this when you already know which fields and filters you want.

1. Go to Analyze > Travel reporting > Reports and schedules.
2. Open the Templates tab.
3. Select Create template.
4. On the Create report template page, pick the fields and filters you want.
5. Enter a title, and add a description if you want one.
6. Select Save template.

Get a report from a template

Getting a report from a template in Perk uses the saved fields and filters, and emails the report to the recipients you choose.

1. Go to Analyze > Travel reporting > Reports and schedules.
2. Open the Templates tab. To find a template faster, enter text in Search template title or description.
3. Select Get report on the template row.
4. In the Get report modal, choose CSV or Excel in the Format field.
5. Add the active users on your account who should get the report in the Recipients field.
6. Select Get.

Each recipient gets an email with a temporary download link. For more information, see Get a custom report by email.

Edit a template

Editing a Perk custom report template changes the saved fields, filters, title, or description for everyone on the account.

1. Go to Analyze > Travel reporting > Reports and schedules.
2. Open the Templates tab.
3. Open the options menu on the template row, and then select Edit.
4. Make your changes in the template form.
5. Select Save template.

Delete a template

Deleting a Perk custom report template removes it from the Templates tab for every admin and analyst on the account.

1. Go to Analyze > Travel reporting > Reports and schedules.
2. Open the Templates tab.
3. Open the options menu on the template row, and then select Delete.
4. In the Delete template modal, select Delete. To keep the template, select Cancel.

The modal asks, "Are you sure you want to delete "{name}"? This action cannot be undone."

Caution: Deleting a template can't be undone, and the template disappears for everyone on the account.

To learn more about how templates fit with the custom report, see Explore custom reports for admins and analysts.

To email a template on a recurring schedule, see Schedule custom reports by email.