Click Travel

Introduces you to creating and customising your own report templates so you can change the way the data in reports is output.

Custom report templates overview

Do you want to get creative with reports? Find out how to create a new report template that you can customise for your team.

Find out more about what you can do to customise a Click Travel report template in Excel

Before editing a report template for the first time in Excel, please familiarise yourself with the setup.

Customise your reports by uploading your own template file.

Allow a team member to run or schedule a custom report template for themself by sharing it with them.

Before you delete a custom report template, make sure no-one else in your team is using the template.

Find answers and get help from Intercom Support and Community Experts

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