--- title: How to save WiserInsights templates description: This article outlines how to save WiserInsights templates on the platform image: https://knowledge.wiserfunding.com/hubfs/Wiserfunding%20Logo%20-01%20(3).png --- [Skip to content](https://knowledge.wiserfunding.com/saving-wiserinsights-templates#main-content) English Show submenu for translations [File a support ticket](https://knowledge.wiserfunding.com/kb-tickets/new?hsLang=en) ![Logo\_Wiserfunding Logo -01-2.png\]](https://knowledge.wiserfunding.com/hs-fs/hubfs/Logo_Wiserfunding%20Logo%20-01-2.png?height=50&name=Logo_Wiserfunding%20Logo%20-01-2.png) Open main navigation Close main navigation - English Show submenu for translations - [File a support ticket](https://knowledge.wiserfunding.com/kb-tickets/new) - wiserfunding.com wiserfunding.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://knowledge.wiserfunding.com/?hsLang=en) 2. [Using the Wiserfunding Platform](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en) 3. [General](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#general) # How to save WiserInsights templates ## This article outlines how to save WiserInsights templates on the platform Grouping, filtering, and sorting data can be time-consuming, especially for consistent data visualisation and management.  The key strength of WiserInsights is its customisation capabilities. Users can control the appearance of the table, and the interactions between columns. Create and save views of your data that can be retrieved at any time with WiserInsights Templates. **Customisation:** Easily visualise data in the way that suits your needs best **Automation:** Present organised data consistently and effortlessly **Consistency**: Standardise templates to streamline and accelerate data management and collaboration workflows ![2024-08-08-WI-Templates-01](https://knowledge.wiserfunding.com/hs-fs/hubfs/kb-repository/2024-08-08-WI-Templates-01.gif?width=688&height=526&name=2024-08-08-WI-Templates-01.gif) Customise WI templates to your preferred layout by hiding or unhiding columns, rearranging columns, grouping, filtering or sorting columns and save the template to quickly use. Sorting, Filtering or Grouping a column with WiserInsights activates the Save Template action.  In the columns tab, rearrange columns by dragging and dropping: ![2024-08-08-WI-Templates-02-move-columns](https://knowledge.wiserfunding.com/hs-fs/hubfs/kb-repository/2024-08-08-WI-Templates-02-move-columns.gif?width=688&height=526&name=2024-08-08-WI-Templates-02-move-columns.gif) In the columns tab, check to unhide and uncheck to hide. ![2024-08-08-WI-Templates-03-hide-unhide](https://knowledge.wiserfunding.com/hs-fs/hubfs/kb-repository/2024-08-08-WI-Templates-03-hide-unhide.gif?width=688&height=526&name=2024-08-08-WI-Templates-03-hide-unhide.gif) Group your assessments by country, Industry ID, or by report owners. ![2024-08-08-WI-Templates-04-group-by](https://knowledge.wiserfunding.com/hs-fs/hubfs/kb-repository/2024-08-08-WI-Templates-04-group-by.gif?width=688&height=526&name=2024-08-08-WI-Templates-04-group-by.gif) Edit or delete your saved template within the Templates tab ![2024-08-08-WI-Templates-05-edit-delete](https://knowledge.wiserfunding.com/hs-fs/hubfs/kb-repository/2024-08-08-WI-Templates-05-edit-delete.gif?width=688&height=526&name=2024-08-08-WI-Templates-05-edit-delete.gif) To learn more about using WiserInsights, follow this link: [https://knowledge.wiserfunding.com/using-wiserinsights](https://knowledge.wiserfunding.com/using-wiserinsights?hsLang=en) --- If you have any further questions or face any issues, [please contact our support team.](https://knowledge.wiserfunding.com/get-more-help?hsLang=en) - [Using the Wiserfunding Platform](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#main-content) - [Running New Reports](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#running-new-reports) - [Updating Reports | Adding More Data](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#updating-reports-adding-more-data) - [WiserAI Documents](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#wiserai-documents) - [Portfolio Management](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#portfolio-management) - [Using Wiserfunding APIs](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#using-wiserfunding-apis) - [Integrations](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#integrations) - [General](https://knowledge.wiserfunding.com/using-the-wiserfunding-platform?hsLang=en#general) - [Understanding the Credit Insights](https://knowledge.wiserfunding.com/understanding-the-credit-insights?hsLang=en) - [Create Users | Passwords | Contact Support](https://knowledge.wiserfunding.com/create-users-passwords-contact-support?hsLang=en#main-content) - [Contact Support](https://knowledge.wiserfunding.com/create-users-passwords-contact-support?hsLang=en#contact-support) - [Admin](https://knowledge.wiserfunding.com/create-users-passwords-contact-support?hsLang=en#admin) - [Platform Release Notes](https://knowledge.wiserfunding.com/platform-release-notes?hsLang=en#main-content) - [API Versioning Policy](https://knowledge.wiserfunding.com/platform-release-notes?hsLang=en#api-versioning-policy) [![Chill listening crop-3](https://knowledge.wiserfunding.com/hs-fs/hubfs/Favicon-1.png?width=23&height=24&name=Favicon-1.png "Chill listening crop-3")](http://wiserfunding.com?hsLang=en) Copyright © 2026, Wiserfunding Ltd