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  1. Rad AI
  2. Reporting
  3. Templates

Templates

Guidance on creating, managing, and optimizing templates—including macros, auto-launch rules, and best practices.

  • Best practices: Optimizing templates for Omni AI features
  • Best practices: Using templates
  • Creating one-click template auto-launch rules from the report workbench
  • Template auto-launch rules
  • Templates and macros
  • Text, data, and formula fields in templates
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