In Report Settings, you can create, manage, and apply firm templates. 

To access these options, click the Reports tab in your client’s portal, then select the green Edit button next to the report you want to update.

Next, click the Report Settings button at the top of the page.

The Report Settings menu will open, and here we can work on the firm templates.

After configuring the Report Settings to your liking, select the Save as Firm Template button to save them as a template for your firm.

A pop-up will appear prompting you to name the template. Once you've entered a name, click Save.