# Templates

### What are Templates?

* Templates offers a quick way to generate any report by predefined settings.
* They can be run directly from the list of templates found in `Home Screen`

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### How to Run Templates?

* Click `Templates` on the `Home Screen`

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* Click on the `Triangle` sign of the appropriate template to run the report.

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### How to Create a Template?

* Templates can be created either during the generation of any report,
* or by clicking the `Plus` icon in the list of templates and entering the path manually.

### Create a Template during Generating a Report

* During the creation of a `Permissions Report` you need to select this checkbox to save the settings to re-use them in future

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* During the creation of a `User Permissions Report` you need to select this checkbox to save the settings to re-use them in future

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* After selecting this checkbox you need to give the template a name

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* Clicking on `OK` will bring you back to the appropriate report wizard.
* Once the report was generated you’ll find the appropriate `Template` in the list of templates

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### Create a Template from the Scratch

* If you don’t want to run through the report wizard, you can click the `Plus` sign in the list of templates to create a new template manually

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* This will show you an empty box.
* First define the type of the report by clicking any radio button.
* Then enter the name of the report,
* followed by the path (either via mapped drive or unc path) of the folder to be analyzed.
* For **Owner Reports** and **User Permission Reports** you’ll need to enter the AD user (SamAccountName) in a further field.
* Click on `OK` to save the new template

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### How to Edit Templates?

* Your templates can be edited any time.
* Just click on the `Pencil` icon of the appropriate template to edit its details

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* Change the name, the path, or the user of your template and click on `OK` to save your changes.
* Important: You can not change the type of the report

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### How to Delete Templates

* You can delete any template you no longer need with just one click.
* You can either delete one template by clicking the `Cross` sign in the row of appropriate template’s row

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* or you can delete multiple templates by selecting them and click the larger `Cross` sign at the top of the list

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* You’ve got asked if you’re sure to delete them. Click `OK` button to finally remote them.
