video1.0<iframe src="https://www.loom.com/embed/bc887334145245d5bdb3eacf43618119" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/bc887334145245d5bdb3eacf43618119-e3a7157b68801355.gif229.057I show how to edit an existing Helioscope report template by going to Libraries and opening the Commercial Proposal Template. I walk through adjusting locale and theme for the color scheme, then editing page size, orientation, and the report title. Using curly brackets and smart tokens, I explain how to replace or delete text and swap things like module manufacturer and nameplate AC instead of DC. I also demonstrate changing widgets like the cash flow table and switching a chart between layout options. Action was requested for viewers to use the dropdown to save any team created template as a new report.