Renaming and activating report templates
You can rename any report template Benetics AI created for your organization and choose whether it appears automatically in new projects.
Where to find it: Organization → Reports
Renaming a report template
- Open Organization and click Reports in the settings.
- Click Rename next to the template you want to change.
- Enter the new name and save.
Info: The new name applies across your organization right away.
Turning reports on and off
Each template has a toggle to its right:
- Toggle blue (on): The template appears automatically in every new project and is ready to fill out.
- Toggle gray (off): The template doesn't appear in new projects.
Good to know: Templates you turn off are still available. You can add them to a project at any time with Activate more reports.