Overview: Account Templates for Reports

Account Templates for Reports, complete with the Metric visualizations and Data Stories that you need, can help you create an efficient reporting process for your business. You can save Report Account Templates in your Agency Account and easily access and repopulate them with unique data in all of your Client Accounts. Account Templates can help you create consistency across your client Reports and increase efficiency in your reporting process. 

HOW TO

• Access Report Account Templates
• Use a Report Account Template
• Organize Report Account Templates with Tags
• Save a Report as an Account Template
• Edit a Report Account Template
• Delete a Report Account Template

How to access Report Account Templates

To access Report Account Templates, navigate to Reports > Account Templates. Here, you will see all Report Account Templates that are saved in your Account. 

How to use a Report Account Template

HOW TO

• Use Account Templates for Reports
• Best use Account Templates for Reports as an Agency
• Best use Account Templates for Reports as a standard user

How to use Report Account Templates

1. Navigate to  Reports > Account Templates
2. Use Filters or the Search bar to find a Template that meets your needs. Click Preview to view a preview of the Template populated with dummy data. 
   1. Pro Tip: If you can't find a Template that's an exact match for your use case, consider using one that has the majority of what you're looking for. Once you download a Template to your Account, it is completely yours to customize as you see fit.
       
3. Click Use Template to use this Template as a Report
    
4. Select the appropriate Data Source(s) from your Account to populate the Report with data, or connect the necessary Data Source(s).
   If you don't have a Data Source connected that is needed for the Report, you will not be able to use the Template
5. The Report will now be available in your Account on the Report's page
   1. Pro Tip: Open the new Report in the Report Editor to further customize it to meet your data needs.   

How to best use Report Account Templates as an Agency user

The main purpose of Account Templates for Reports is to make it easier for Agency Partners to automate Client reporting. 

Create Templates to prove the value of your services on your Client's business. Be sure to create Reports that answer key questions, such as what are you delivering to your client? What is the result of those deliverables on your Client's business? How should the data shown be interpreted? 

How to best use Report Account Templates as a standard user

If you don't have Client Accounts, you can still get value from Report Account Templates. Account Templates for Reports are most often used by standard users to create standardized versions of Reports that focus on different initiatives or projects. When you work on an initiative or a project, you can save its Report as an Account Template so the next time you work on a relevant initiative or project, you can have the same format for the Reports. 

For example, you may create a Campaign Performance Template that can be used whenever you launch a new Campaign, or a Page Performance Template that's used to analyze and report on individual page performance. 

How to organize Report Account Templates with Tags

Tags help organize Account Templates for Reports in your Account based on department, initiative, service, etc. 

1.  Navigate to  Reports > Account Templates.
2. Hover over the Template that you want to Tag. Click on the Tag icon in the bottom right-hand corner.
3. Click  + Create new to create a new Tag. Click Manage tags to edit any existing Tags. Select the appropriate checkbox(es) to add Tags to the Template and click Apply to save them.

How to save a Report as an Account Template

To save a Report as an Account Template, navigate to the  Reports page. From here, you can save any Report in your Account as an Account Template. 

Hover over the Report you want to save as an Account Template and click ... > Save as Template. 

In the Save Template popup, add a Template Name, Description (optional) to give more context to the Template and further explain the use case, and set Template permissions. 

How to edit a Report Account Template

To edit a Report Account Template, navigate to Reports > Account Templates. Hover over the Template you'd like to edit and click Edit. This will open the Template in the Report Editor. 

How to delete a Report Account Template

To delete a Report Account Template, navigate to Reports > Account Templates. Hover over the Template you'd like to delete and click ... > Delete.