Report Templates

Estimated reading time: 8 minutes

Templates define the structure, metrics, and analysis approach for a report. Instead of describing what you want from scratch, pick a template and let it guide the AI.

How Report Templates Work

Each template specifies:

  • The analysis objectives (what questions to answer)
  • Required data fields (what columns your data needs)
  • Metrics and KPIs to calculate
  • Chart types to generate
  • Output structure (sections, headings, format)

When you select a template and a data source, clariBI's AI uses the template as instructions for analyzing your data. The output is a structured report tailored to your actual numbers.

Finding Templates

Templates are accessible from two places:

  • Reports > Generate Report > Templates tab
  • Templates in the sidebar (the Template Marketplace shows both report and dashboard templates)

Use the category filter and search bar to narrow down. With 200+ templates, searching by keyword is often the fastest approach.

Popular Template Categories

Sales & Revenue

Monthly/quarterly sales summaries, pipeline analysis, win/loss analysis, revenue trend analysis, sales team performance scorecards, product revenue breakdown.

Marketing

Campaign performance, channel ROI, lead generation funnel, content performance, social media analytics, email campaign metrics.

Finance

P&L statements, budget vs. actual variance, cash flow analysis, expense breakdown, accounts receivable aging, financial ratios.

Customer

Churn analysis, customer lifetime value, satisfaction trends (NPS/CSAT), support ticket analysis, retention cohort analysis.

Operations

Inventory analysis, supply chain performance, production metrics, quality control, shipping and fulfillment metrics.

HR & People

Headcount and turnover, hiring pipeline, compensation analysis, employee satisfaction, diversity and inclusion metrics.

Product

Feature usage, user activation funnel, retention cohorts, product-market fit metrics, bug and issue tracking.

E-Commerce

Conversion rate analysis, cart abandonment, product performance, customer acquisition cost, average order value trends.

Template Quality

Templates vary in specificity. Some are broad ("Monthly Business Overview") and work with almost any data. Others are narrow ("Shopify Store Revenue Analysis") and expect specific column names. The template detail view shows required fields before you commit.

Pro Tip

If no template fits your exact need, use the closest one and add a custom instruction. For example, select "Monthly Sales Summary" but add the note: "Focus specifically on subscription revenue and exclude one-time purchases." The AI will adapt the template's structure to your instructions.

After Generating

Template-generated reports can be edited, reshared, scheduled for recurring runs, or exported. The template is just the starting configuration — each generated report is an independent document.

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