Using the Template Library for Custom Reports
What is the Custom Reports Template Library?
The Custom Reports Template Library is a built-in collection of professionally designed report layouts available within your CRM. Instead of creating reports from a blank slate, you can select a pre-made template, customize it with your branding, and schedule it for automated delivery as a PDF or email. This feature helps teams maintain consistency and speed up the reporting process for clients.
When you create a new custom report, the library becomes available, allowing you to browse, preview, and apply templates that come with preconfigured pages, widgets, and design themes.
Key Benefits of Using Templates
Leveraging the template library offers several advantages for teams and agencies:
- Brand Consistency: Maintain uniform fonts, colors, and layouts across all client reports.
- Faster Creation: Build and deploy new reports in minutes using ready-made designs.
- Expert Design: Templates are crafted based on data and business best practices for accuracy and clarity.
- Regular Updates: The library expands over time with new templates reflecting industry trends and user feedback.
- Full Customization: Adjust metrics, filters, visuals, and layouts to meet specific reporting requirements.
- Ease of Use: Ideal for new users or teams standardizing analytics reporting.
- Time Savings: Reduce repetitive formatting work and focus on data analysis.
Adding a Report to the Template Library
You can convert an existing report into a reusable template for your team.
Set Access Permissions
From the Reports Overview screen, locate the report you wish to template. Click the three-dot menu next to its name and select Manage permissions. Ensure at least Read access is granted to Agency User, Account Admin, and Account User roles.
Prepare and Upload the Template
Finalize the report’s layout, branding, and page order. Replace any client-specific content with generic placeholders. Adjust date ranges and widget settings to desired defaults. Click the three-dot menu and choose Upload Report Template to add it to the library.
How to Use the Template Library
Follow these steps to create and schedule reports from templates:
- Navigate to Reporting › Custom Reports in your target sub-account.
- Click New Report and select From Template Library from the creation options.
- Browse available templates, using filters and tags to find a suitable design. Click a template to preview it, then select Use Template to apply.
- Once applied, a live data preview appears. Click Save, then Schedule to set automated delivery on a specific day or recurring basis. You can also send immediately or download a PDF.
Frequently Asked Questions
Will editing a template update existing reports created from it?
No. Templates serve as a starting point. Changes only affect new reports created after the edit; existing or scheduled reports remain unchanged.
Can I hide specific templates from certain sub-accounts?
Individual templates cannot be hidden directly. Use a hidden category and ensure templates are not assigned to visible categories to restrict access.
Why do numbers sometimes differ between the builder, email preview, and ad widgets?
This is due to timezone variations. The builder uses your browser timezone, scheduled emails use the sub-account timezone, and connected ad platforms (like Google or Facebook) use their own account timezones.
Are images included in downloaded PDFs?
Images and iframes may appear in previews or emails but are excluded from downloaded PDFs due to security restrictions.