Overview
This article explains how to edit report templates in Hyver. You can adjust layout, update content, and add widgets to tailor reports to your organization's needs. Only Hyver administrators can create or edit templates.
Note: You can’t edit Hyver’s default templates directly — but you can duplicate them to make your own version.
1. Understand where editing happens
You can only edit templates listed under My Templates.
If you want to customize a default Hyver template:
Go to Hyver Templates
Click Duplicate
A copy of the template is added to My Templates
Now you can edit your version
2. Edit your custom template
Go to the My Templates section
Select the template you want to update
Click Edit from the menu, or use the Edit Template button on the right:
From the template menu, you can also:
Create report from the template
Rename template
Delete template
Duplicate template
3. Make changes in edit mode
While editing a template, you can:
Add or remove widgets (click the + button to add one):
Enter or change text
Paste images
Reposition text boxes as needed
Tip: Press Enter to insert a new section — useful for adding spacing or starting fresh content blocks.
4. Preview or create a report
Once your edits are done, you can:
Click Preview to see how the report will look
Click Create Report to generate a report using your edited template
You can view the generated report on the Reports page or download it as a PDF.
Important notes
Only administrators can edit templates or create new ones
Hyver templates are read-only — always duplicate before editing
Changes in a template are saved automatically
Wrap-up / Next Steps
Templates help you build consistent, tailored reports that highlight what matters most to your organization. Once you’ve set up a structure you like, you can reuse and refine it over time.
Feel free to experiment with layout, text, and widgets until your report feels just right.