new
Reporting π
π Custom Reports now supported Template Library
Overview:
You can now create, edit, and reuse custom reports templates using the all-new Custom Reports Template Library. Whether you're scheduling a report just pick a template from library, personalize it, and go!
Why it Matters:
β° Save time with reusable templates
π§± Stay on brand with consistent design
π Simplify workflows β fewer clicks, no guesswork
π¦ All-in-one experience β everything you need, in one place
π€How does Templates work in Custom Reports?
Navigate to Reporting
Click on New Reports
In the new reports, there are option to create from the dashboard, scratch or the Template Library
In the library, there are beautifully curated templates that you can filter based on niche and tags. Select the template that you like and apply to use
Once the template is selected, it will bring a preview of real data and agency just needs to schedule the report for a specific day or week