Use templates for consistent, professional reports.
Understanding Templates
What Are Templates?
Templates define:
- Report structure and layout
- Which metrics to include
- Visualization styles
- Narrative sections
Template Benefits
- Consistency: Same format every time
- Efficiency: Quick report generation
- Quality: Professional appearance
- Standardization: Team-wide standards
Using Existing Templates
Accessing Templates
- Go to Reports > Templates
- Browse categories:
- Business Intelligence
- Sales & Revenue
- Marketing
- Operations
- Custom
Applying a Template
- Select desired template
- Click Use Template
- Connect your data sources
- Customize parameters
- Generate report
Template Preview
Before using:
- View sample output
- Check required data fields
- Understand credit cost
- Review customization options
Customizing Templates
Available Customizations
- Logo: Add company branding
- Colors: Match brand palette
- Sections: Add/remove report sections
- Metrics: Choose which metrics appear
- Filters: Set default filter values
Saving Customizations
- Customize a template
- Click Save as New Template
- Name your custom template
- Share with team (optional)
Creating Custom Templates
From Scratch
- Go to Templates > Create New
- Define sections:
- Title and description
- Executive summary
- Data visualizations
- Detailed tables
- Conclusions - Map data source fields
- Set layout preferences
- Save template
Best Practices
- Keep it focused on key metrics
- Include actionable insights section
- Use consistent naming conventions
- Test with real data before sharing
Template Categories
By Industry
- E-commerce
- SaaS/Software
- Marketing Agency
- Healthcare
- Finance
By Function
- Executive summary
- Operational review
- Sales pipeline
- Campaign performance
- Customer analysis