How to Save a Power BI Report as Template
- George Apostolov
How to Save a Power BI Report as Template: step-by-step guide
Open your report in Power BI Desktop and click 'File'.
Select 'Export' from the options.
Select 'Power BI template'.
Add a template description in the empty field.
Click 'OK' to confirm.
Click 'Save' and that's it! You now have your own Power BI template.
Quick answer: To save a report as a template in Power BI Desktop, open the report, click File, and select Export. Next, choose Power BI template, add a template description, and click OK. Finally, click Save to complete the process.
About this Power BI tutorial
Export your report as a Power BI template by selecting Export and adding a description in Power BI Desktop. This guide shows how to save a Power BI Report as Template in 6 steps, starting with "Open your report in Power BI Desktop and click 'File'" and finishing with "Click 'Save' and that's it! You now have your own Power BI template". The interactive demo above is a click-through copy of the real Power BI interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to save a Power BI Report as Template?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Power BI data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Power BI. Related guides: How to Save Power BI, How to Schedule Power BI Refresh and How to Search in Power BI. Last reviewed 05 Oct 2026.
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