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      Can I edit the Excel import template?

      Learn how to edit the downloaded Excel import template.

      The Excel Import Template is reflecting the Metric Template that you have set up. This said, the Import Template is adjusted by editing the Metric Template.

      • Go to Metric Template ("Edit" at the top bar -> "Reporting template - Metrics")
      • Click the three dots next to a metric to either delete it or edit it
      • Choose from the company drop down (after "Edit metric") which companies you want the metric to be applied to
      • Tick or untick "Add a forecast row for this metric" to include or exclude a forecast row for the metric
      • The configured Metric Template will be applied as it it for the downloaded Excel import template