Tip: As a best practice, choose a dynamic template that is provided as an out-of-the-box report template, then copy and customize it to see how it is configured. See the following lists of examples of Dynamic Templates.

Whether you are modifying an existing dynamic template or creating a new template, it’s always important to consider the use case—What solution will this report provide? For modifications, consider what customizations are required to support your use case. Will additional fields with calculated values be required? Do some fields need to be omitted?