To create a template in Presentation Studio, do the following:
On the Presentation Studio Home page, click the Portfolio tile. The Choose Template dialog box opens.
If you haven’t yet created a template, your only option is to click New Template. The Add Sample Portfolios dialog box opens.
From the Client/Account menu, select one of your clients or accounts.
If you want to compare a model portfolio to the client or account, make sure the Models toggle is in the On position, then from the Models menu, select at least one model portfolio.
Click Done. An untitled portfolio report opens.
At the top-left corner of the window, click the gear icon and from the menu, select Save As Template to save your work as a template, which you can use as the basis for future portfolio reports. A dialog box opens.
In the Template Name field, type a name for the template, then click Save.