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11.9.2. Saving as private or shared

For many reports and charts in the system, the following appears as part of the data dialog. We discuss the common functionality here. These elements provide the functionality of saving the current data and layout configurations as a template in the system. A private template is visible only to the creator, whereas a shared template is visible to everyone.

To load a previously saved template:

To save the current configuration:

Selecting a template from the Predefined drop-down list will cause the current configuration to become a replica of the predefined template.