So, you decided to design a new report template. Let’s start with preparing a convenient workplace
The best way to start is by creating a copy of one of the built-in templates, then edit it in a way you like. Please don’t edit default templates because they will be automatically replaced with their default content on the next product update. That’s why you should go with the copy.
Click Reports - Manage Report Templates menu item:
Create a copy of a file you want to edit.
Please note that template names have double extentions: Summary.html.twig
twig extention means that you can edit this file as a twig template;
html extention means that after you run this template, an output file will get “html” as its default extention.
You can edit these Twig files with any text editor but I would highly recommend you to download and install VS Code - a freeware code editor that will make it much easier. You should also install TWIG Pack extention that will highlight the code in a proper way.
Open the file in the editor. Now you can edit it and run reports immediately after you save changes you make. I recommend you to assign a shortcut to your new report so that you can run it without the need to go into the menu.