> ## Documentation Index > Fetch the complete documentation index at: https://support.caleido.io/llms.txt > Use this file to discover all available pages before exploring further. # Edit a report template > Open a report template in the Builder, add and arrange rows, build formulas and subtotals, format rows and save the template so every report that uses it updates. A report template defines the rows of a report: which accounts, dimensions, formulas and titles it shows, in which order and with which formatting. You edit templates in the **Builder**. When you save a template, every report table, chart and workbook tab that uses it shows the new structure. ## Open the Builder **1. Open the New menu** In the sidebar, click **New** and select **Template**. The **Builder** opens with the template you edited last **2. Pick a template** Click the template name at the top left to open the template list. It has three tabs: **Shared** (your organization's templates), **Favorites** and **Library** (Caleido's ready-made templates). Search by name and click a template to open it To start from scratch, click **Create new**, enter a **Name** in **Create report template** and click **Create**. Hover over a template in the list to see more actions: * **Open in new tab** opens the template in a new browser tab * **Duplicate** creates a copy that you can edit without touching the original * **Delete** removes the template. Library templates can't be deleted > [!NOTE] > > When you open a template from the **Library** tab, Caleido creates a copy of it in your organization. You edit the copy, and the library original stays as it is. ## Add rows The left panel lists everything you can add to a template. Use the tabs to switch between **All**, **Dimensions**, **Formulas**, **P\&L**, **Cash flow**, **Bank**, **Balance sheet**, **Layout** and **Metrics**, or type in the search field. **Cash flow** and **Bank** appear only when your organization has data for them. * **Drag** an element onto the template. Drop it between rows, or onto a row to nest it under that row * **Double-click** an element to add it to the end of the template * **Right-click** a row and select **Insert above**, **Insert nested** or **Insert below** to pick an element from the **Insert element** list The **Layout** tab has elements that structure the report without data: **Title**, **Group**, **Divider** and **Half divider**. ## Edit and arrange rows Right-click a row to open its menu: * **Change…** swaps the row for another element in the same position * **Duplicate** copies the row * **Row formatting…**, **Copy style** and **Paste style** control how the row looks. See [Format rows](#format-rows) * **Remove** deletes the row and everything nested under it Each row also has icons on the right: * **Row options** (three dots) on top-level data rows: **Multiply by −1** flips the sign of all values, for example to show debits as negative in a cash flow report. **Cumulative** shows values as a running total * **Row formatting…** (palette icon) * **Edit name** (pen icon) renames the row in this template * **Delete row** (trash icon) Drag a row to move it. To select several rows, Ctrl-click (Cmd-click on Mac) or Shift-click them, then press Delete or Backspace to remove them all. > [!NOTE] > > A row that is used in a formula shows a lock icon and can't be deleted. Remove it from the formula first. ## Build a formula Formula rows calculate values from other rows, for example gross margin or a percentage. **1. Add a formula row** On the **Formulas** tab, drag **Formula** onto the template **2. Open the formula** Click the formula row. The **Formula** panel opens on the left **3. Name it** Type a name in **Formula name** **4. Build the calculation** Drag rows from the template or elements from the lower part of the panel into the formula area. Type numbers and the operators `+` `-` `*` `/` `(` `)` with your keyboard, or click **Add** (the **+** icon) and use the **Element** and **Operator** tabs. Backspace removes the part before the cursor, and the arrow keys move the cursor **5. Save the formula** Click **Save** in the **Formula** panel. **Cancel** discards the changes to the formula The formula toolbar has more options: * **Format** (brush icon): show the result as **Nominal** or **%**, set **Decimals**, and under **Column settings** choose **Show column totals**, **Use latest series value** or **Use sum of series values**. **Positive change in red** reverses the colors of change columns, which suits cost rows * **Modify** (clock icon): select a formula part and set its **Offset** (**Current period**, **Previous period** or **Previous year**) or a **Rolling average (months)** * **Remove** (X icon) removes the selected formula part A formula that you want to reuse in other templates can be saved with **Format** > **Save as metric**. Save the template first. Saved metrics are listed on the **Metrics** tab. ### Subtotals On the **Formulas** tab, **Subtotal** adds a formula that sums the rows in its group. With **Automatic update** switched on (under **Format**), the subtotal follows the rows in its group as you add or remove them. Switch it off to edit the subtotal formula by hand. ## Format rows **1. Open row settings** Right-click a row and select **Row formatting…**, or click the palette icon on the row **2. Choose settings** **Row settings** has four tabs: * **General**: **Indentation level**, **Default expansion level**, **Sort by**, **Polarity**, **Transaction line grouping**, and switches such as **Show subtotal in row**, **Show as capsule**, **Hide row**, **Lock expanded** and **Pin to bottom of report** * **Row header**: **Title size**, font, border and background colors for actual, budget and forecast columns * **Numbers**: font color, **Negative color** and style of the numbers * **Alternating colors**: striped rows. This setting applies to every row in the template **3. Apply** Click **Apply** **Copy settings** and **Paste settings** at the bottom of **Row settings** copy the formatting from one row to another. You can do the same from the right-click menu with **Copy style** and **Paste style**. To format many rows at once, click **Bulk edit** at the top, tick the rows you want, and open **Row formatting…** on one of them. The title shows how many rows the changes apply to. ## Template settings Click **Report template settings** (gear icon) to choose the **Default view** for reports that use the template: **Tree view** or **Flat view**. Switch on **Lock view mode** to keep users from changing it. ## Save and preview * **Undo** and **Redo** step through your changes * **Preview** opens the report built from the saved template * **Save** saves the template. Caleido warns you if you try to switch templates with unsaved changes ## Related * [Use the report library](https://support.caleido.io/guides/reporting/report-library.md) * [Format numbers in a report](https://support.caleido.io/guides/reporting/number-formatting.md) * [Add elements to a tab](https://support.caleido.io/guides/reporting/add-elements-to-a-tab.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.