Template Settings
Manage your report templates. The default template is automatically applied every time you open the Edit Report step — no manual steps needed.
How templates work
The template marked ★ Default is auto-applied every time you reach the Edit Report step. To update it, make your changes in the report editor (reorder sections, hide/show sections, fill in default text), then click "Update default template". You can also create multiple templates and switch between them from the report editor.
JC STRAT Standard
★ DefaultBuilt-inDefault section order for all GP onboarding reports. Covers all 11 phases in the standard JC STRAT workflow.
7 sections
Tip: To customize a template's section order or hidden sections, go to the report editor, apply the template, make your changes, then click "Update default template". The changes are saved immediately.