Template Builder (Beta)

Overview

The Template Builder is a flexible tool designed to help you create customized reports that focus on the visuals and insights most relevant to your stakeholders. With an intuitive WYSIWYG-like (What You See Is What You Get) interface, the builder allows you to assemble, organize, and personalize your report in just a few steps.

Whether you need pre-made sections or custom visualizations, the Template Builder empowers you to showcase key metrics, trends, and insights efficiently.

How to Use the Template Builder

Step 1: Access the Template Builder

Navigate to the Reports section in the platform.
Click Create Report to open the Report Builder interface.

Step 2: Add Report Blocks

Choose a Block:
- Select pre-made sections or chart blocks from the block library.
- Drag and drop the block onto your report page.
Configure Chart Blocks:
- Bar chart and Line chart (more visuals will be added)
- Set dimensions and measures.

Step 3: Organize the Report

Rearrange blocks by dragging them into the desired order.
Add custom titles to blocks for better understanding.
Decide if a block should appear in the table of contents.

Step 4: Save template

Once satisfied, click Save Report.
Choose to save your layout as a reusable template.
Saved templates can also be edited and saved again.

Step 5: Use Templates for Scheduled Reports

Select your saved template during the scheduling process to generate reports according to your custom template.

Tips for Success

Choose your target audience: Will you report on your organization level? or will you report per client (segmented). Depending on who your audience is, some insights might be more or less relevant.
Start with Key Insights: Place the most critical information at the top of your report for immediate visibility.
Use Consistent Titles: Ensure block titles are clear and descriptive to guide your stakeholders through the report.
Experiment with Dimensions and Measures: Explore different data configurations to uncover valuable insights.
Review Before Saving: Preview your report layout with sample data to ensure it meets your expectations.

FAQs

Q: Can I edit a saved report?
Yes, saved reports can be reopened and edited anytime for updates or improvements.