Templates are a way to re-use a particular set of fields and layout. Formatting, and filters are NOT saved; for that, it is far easier to just save the Excel file, and then re-open it - like any Excel file.
So why use templates? Because you cannot (read, should not) copy one QQube list or pivot table from one tab to the next. The reason for this is technical in nature: Excel does not copy the structure with a new connection name, and thus confuses QQube when refreshing the data.
For every analytic, QQube supplies at least one list report template, and one pivot table template.
Create a New Template
The best way to achieve this, is to start with an existing QQube template, and then add or remove the fields you want - in the order you want - from the Field Selector.
Then click on the Floppy Icon to give a name to the new template.
Give it a ‘personal’ name, and click the Save button:
This template will appear in your list the next time you invoke the QQube Add-In.
Is there a way to delete custom templates that have been saved by the user?
In the bottom picture you will see an "X" just above More Info - that will delete the highlighted template
When I choose a template that I've set up, the Filter, Columns, and Value fields in the 'PivotTable Fields' box are blank and do not retain the fields I moved into there. The fields are available to re-drag into those boxes but is there a way to make them stay in those Filter, Columns, Value fields without having to re-drag each time?
They should always stay, and can't imagine a scenario in which they would arbitrarily disappear. I would create a ticket on this, so an engineer can discuss the specifics with you. https://clearify.com/support
is requesting access to a wiki that you have locked: https://clearify.com/wiki/view/123/working-with-templates