Overview
Templates make report building faster, more consistent, and easier to scale.
With this release, templates are no longer limited to report creation. Users can now browse, preview, and insert templates directly into existing reports, allowing them to expand or customize reports without rebuilding layouts from scratch.
Templates support both single-page layouts and multi-page sections, enabling reuse across integrations, campaign types, and reporting goals.
What Is a Template?
A template is a reusable reporting layout that can include:
One page
Multiple pages or a full section
An entire report
Templates capture:
Page structure and layout
Widget configuration and placement
Integration-specific widgets
Orientation (portrait or landscape)
Templates do not lock styling. When inserted, they automatically inherit the current report’s theme.
Where Templates Are Used
Templates are available through the Add Page flow.
You can access templates when:
Clicking Add Page from the left navigation pane
Adding a page inline from within the report
Adding a page inside an existing section
In all cases, the Template Gallery opens as the central interface for discovering and inserting templates.
Template Gallery Overview
The Template Gallery is the single hub for browsing, filtering, previewing, and inserting templates.
It is divided into four key areas:
Left sidebar navigation
Template listing area
Search and sort controls
Template preview flow
Template Categories
Templates are organized into three primary categories:
Blank Page
Always displayed as the first option
Allows users to start from a clean slate
Useful for fully custom layouts
Suggested Templates
System-recommended templates based on:
Connected integrations
For example:
Google Ads reports may surface Search, Display, or Performance Max templates
Meta Ads reports may surface Leads or Awareness templates
If no integrations are connected, all templates are shown by default.
My Templates
Templates saved by the user or their team
Includes pages, sections, or full reports
Displays the name of the user who created the template
All Templates
Curated, pre-built templates provided by the system
Designed for common integrations, channels, and reporting goals
Filtering Templates
The Template Gallery provides multiple filtering options to quickly narrow results.
Integration Filters
Displays connected integrations for the team
Clicking an integration shows only relevant templates
Channel Filters
Templates can be filtered by business use case:
PPC
SEO
eCommerce
Web Analytics
Social Media
Call Tracking
Email Marketing
Search and Sort
Search
The search bar supports:
Template name
Tags (e.g., Leads, Performance)
Integration names
Channel names
Search results update in real time.
Sort
Templates can be sorted by:
Most Recent
Alphabetical (A–Z)
Template Cards
Each template card displays key information at a glance:
Template name
Tags
Associated integrations
Number of pages
In My Templates, an additional detail is shown:
Name of the user who created the template
If a template uses an integration that is not connected, that integration appears visually muted or blurred.
Previewing a Template
Before inserting a template, users can preview it to confirm suitability.
Template Preview Modal
The preview modal includes:
Page Thumbnails
Scrollable previews of all pages in the template
Visual representation of layout and structure
Template Metadata
Displayed at the top:
Template name
Description
Total page count
Tags
Compatible integrations
If an integration is missing, a warning message is shown:
This warning is informational and does not block insertion.
More details on how to insert a template into a report can be found here.