How do I add an idea?
Select the 'New Idea' button and choose the category that your idea belongs to, then add the idea title and the details related to the idea.* Ideas added without any details may be rejected.
When I create a report in 'report builder' I want to template the report and save it. Then, when I need to create a report for new clients I want to use the templated report and just replace the service with another. This will allow me to use the same report settings for different clients with updated and accurate information.