Once you've clicked on From a template, you'll see a list of templates already loaded into Workbooks for you.  For example, select Orders per Sales Exec, current and previous fiscal year.  The Reporting Window that pops up has three sections - the Report name and Description; the Report builder; and the Report preview.

Type a Report Name and Description into those fields (it's best if you can be as descriptive as possible, so that you can easily find the reports you want later).  

Under the Columns tab, you should see 6 columns:, Accounting Period; Number; Sales Exec; Total Gross; Total Margin; and Total Net.  Next to the Columns tab, you'll see Criteria, and Summarise by.  

You'll need to summarise this report by Sales Exec and Accounting Period, so click on Summarise by, and then Add summary column.  Summarise by Sales Exec, and then do the same for Accounting Period.

Click on Refresh preview to see the report as it will appear once saved.  

To get the Accounting Periods in order simply click on the Accounting Period column in the report preview.  Click on Save & Close, and you will be able to view the report in the My Reports Landing Page (Start > Reporting > My Reports).

To see the templates currently available on Workbooks click here.