Skip to content
Reporting

Template Library for Custom Reports

Use GHL Customer Care’s Custom Reports Template Library to launch branded, data‑ready reports fast. Learn setup, access, governance, and scheduling best practices.

4 min read788 words6 explained imagesUpdated Tue, 18 Nov, 2025 at 2:47 PM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of the Custom Reports Template Library
  2. Adding a Custom Report to the Template Library
  3. How To Use the Custom Reports Template Library
  4. Frequently Asked Questions
  5. Related Articles

Video 1 Open in a new tab

Create, schedule, and share beautiful data stories in minutes—no design skills required. Launch polished, presentation‑ready reports faster with the Custom Reports Template Library in GHL Customer Care. Choose a pre‑built layout, personalize branding, and automate delivery—without manual page formatting. This guide covers availability, setup, usage, and governance so your team can standardize reporting at scale.

TABLE OF CONTENTS

What is the Custom Reports Template Library?

The Custom Reports Template Library is an in‑app gallery of professionally designed report layouts for Reporting › Custom Reports. Instead of building from scratch, you can start with a template, tailor branding, and schedule PDFs or emails. Templates help agencies enforce design standards and accelerate client reporting.

The library appears when creating a new custom report. From there, you can browse, preview, and apply a template so the full report opens with pages, widgets, and themes preconfigured.

Key Benefits of the Custom Reports Template Library

Using templates ensures consistency and speed while reducing setup errors. The benefits below focus on outcomes that matter to agencies and client‑facing teams.

  • Brand consistency: Keep fonts, colors, and layout uniform across clients.

  • Faster Report Creation: Build and deploy new reports in minutes using ready-made templates.

  • Proven Best Practices: Each template is designed by data and business experts to ensure accuracy and efficiency.

  • Continuous Updates: Access a growing library as new templates are added regularly based on industry trends and user feedback.

  • Customization Flexibility: Every component—metrics, filters, visuals, and layouts—can be edited to fit your exact reporting needs.

  • Reduced Learning Curve: Ideal for users new to reporting or teams standardizing how analytics are built.

  • Time Savings: Eliminate repetitive setup work and focus on analyzing data instead of formatting it.

Adding a Custom Report to the Template Library

Converting a finished, reusable report into a template lets every team reuse the same layout and branding. Set the right permissions first, then upload the report as a template so it’s available across sub‑accounts.

Set minimum access permissions

  1. From Reporting › Custom Reports, find your finished report on Reports Overview.

  2. Click the ⋮ (three dots) next to the report name and select Manage permissions.

Grant at least Read access to the following roles: Agency User, Account Admin, and Account User.

Adding a Custom Report to the Template Library (image 1 of 6) What this shows Grant at least Read access to the following roles: Agency User, Account Admin, and Account User. What this shows Illustrates the "Adding a Custom Report to the Template Library" section of "Template Library for Custom Reports". This animation appears in the "Adding a Custom Report to the Template Library" section of "Template Library for Custom Reports". The text alongside this image reads: Grant at least Read access to the following roles: Agency User, Account Admin, and Account User. Immediately after, the guide continues: Before you upload — make a template‑ready report. Image 1 of 6 What this coversGrant at least Read access to the following roles: Agency User, Account Admin, and Account User.
Buttons and menus referenced Set minimum access permissionsReporting › Custom ReportsReports Overview⋮ (three dots)Manage permissionsReadAgency UserAccount AdminAccount Userdate ranges
Next stepBefore you upload — make a template‑ready report
All 2 steps in this procedure
  1. From Reporting › Custom Reports, find your finished report on Reports Overview.
  2. Click the ⋮ (three dots) next to the report name and select Manage permissions.

Before you upload — make a template‑ready report

  1. Finalize layout, branding, and page order.

  2. Replace any client‑specific text or screenshots with generic copy/placeholders.

  3. Normalize date ranges and widget settings you want reused.

  4. Click on  ⋮ (three dots) and select Upload Report Template

Adding a Custom Report to the Template Library (image 2 of 6) What this shows Finalize layout, branding, and page order. What this shows Illustrates the "Adding a Custom Report to the Template Library" section of "Template Library for Custom Reports". This screenshot appears in the "Adding a Custom Report to the Template Library" section of "Template Library for Custom Reports". The text alongside this image reads: Finalize layout, branding, and page order. Replace any client‑specific text or screenshots with generic copy/placeholders. Normalize date ranges and widget settings you want reused. Click on ⋮ (three dots) and select Upload Report Template. Immediately after, the guide continues: The quickest way to operationalize reporting is to start from a ready‑made template, preview it with live metrics, and put it on a predictable schedule. The steps below keep your team in the reporting flow from selection to delivery. Image 2 of 6 What to chooseFinalize layout, branding, and page order. Replace any client‑specific text or screenshots with generic copy/placeholders. Normalize date ranges and widget settings you want reused. Click on ⋮ (three dots) and select Upload Report Template
Buttons and menus referenced Set minimum access permissionsReporting › Custom ReportsReports Overview⋮ (three dots)Manage permissionsReadAgency UserAccount AdminAccount Userdate ranges
Next stepThe quickest way to operationalize reporting is to start from a ready‑made template, preview it with live metrics, and put it on a predictable schedule. The steps below keep your team in the reporting flow from selection to delivery.
All 2 steps in this procedure
  1. From Reporting › Custom Reports, find your finished report on Reports Overview.
  2. Click the ⋮ (three dots) next to the report name and select Manage permissions.

How To Use the Custom Reports Template Library

The quickest way to operationalize reporting is to start from a ready‑made template, preview it with live metrics, and put it on a predictable schedule. The steps below keep your team in the reporting flow from selection to delivery.

  1. Navigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the standard creation modal.

    Step 1 of 4: Navigate to Reporting: Open the target sub‑account and go to Reporting… What this shows Step 1 of 4: Navigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the… What this shows Shows where to go for step 1 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". This screenshot accompanies step 1 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". At this point in the walkthrough you navigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the standard creation modal. The next step is to choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs. Step 1 of 4Image 3 of 6 Where to goNavigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the standard creation modal.
    Buttons and menus referenced sub‑accountReporting › Custom ReportsFrom DashboardFrom ScratchFrom Template LibrarynichetagsUse Templatelive data previewSave → Schedulespecific dayweekly cadence
    Next stepChoose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs.
    All 4 steps in this procedure
    1. Navigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the standard creation modal. this image
    2. Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs.
    3. Filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it.
    4. Preview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.)

  2. Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs.

    Step 2 of 4: Choose your starting point: Select From Dashboard, From Scratch, or… What this shows Step 2 of 4: Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. What this shows Shows what to choose for step 2 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". This screenshot accompanies step 2 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". At this point in the walkthrough you choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs. The next step is to filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it. Step 2 of 4Image 4 of 6 What to chooseChoose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs.
    Buttons and menus referenced From DashboardFrom ScratchFrom Template Librarysub‑accountReporting › Custom ReportsnichetagsUse Templatelive data previewSave → Schedulespecific dayweekly cadence
    Next stepFilter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it.
    All 4 steps in this procedure
    1. Navigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the standard creation modal.
    2. Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs. this image
    3. Filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it.
    4. Preview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.)

  3. Filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it.

    Step 3 of 4: Filter and select a template: In the library, filter by niche and tags… What this shows Step 3 of 4: Filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. What this shows Shows what to choose for step 3 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". This screenshot accompanies step 3 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". At this point in the walkthrough you filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it. The next step is to preview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.). Step 3 of 4Image 5 of 6 What to chooseFilter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it.
    Buttons and menus referenced nichetagsUse Templatesub‑accountReporting › Custom ReportsFrom DashboardFrom ScratchFrom Template Librarylive data previewSave → Schedulespecific dayweekly cadence
    Next stepPreview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.)
    All 4 steps in this procedure
    1. Navigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the standard creation modal.
    2. Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs.
    3. Filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it. this image
    4. Preview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.)

  4. Preview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.)

    Step 4 of 4: Preview with real data & schedule: After applying, a live data preview… What this shows Step 4 of 4: Preview with real data & schedule: After applying, a live data preview appears. What this shows Shows how to confirm for step 4 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". This screenshot accompanies step 4 of 4 in the "How To Use the Custom Reports Template Library" section of "Template Library for Custom Reports". At this point in the walkthrough you preview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.). Step 4 of 4Image 6 of 6 How to confirmPreview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.)
    Buttons and menus referenced live data previewSave → Schedulespecific dayweekly cadenceSendDownloadsub‑accountReporting › Custom ReportsFrom DashboardFrom ScratchFrom Template Libraryniche
    All 4 steps in this procedure
    1. Navigate to Reporting: Open the target sub‑account and go to Reporting › Custom Reports and Click New Report: Start a new report from the standard creation modal.
    2. Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs.
    3. Filter and select a template: In the library, filter by niche and tags to quickly find a suitable layout. Click a template to preview and then Use Template to apply it.
    4. Preview with real data & schedule: After applying, a live data preview appears. Click Save → Schedule to set delivery on a specific day or weekly cadence. (You can also Send immediately or Download a PDF if needed.) this image

Frequently Asked Questions

Q: Will editing a template update reports already created from it?
No. Templates are a starting point. Edits affect future reports created from that template; existing or scheduled reports remain unchanged.

Q: Can I hide specific templates from certain sub‑accounts?
You can’t hide a single template directly. Use a hidden category and ensure templates you want hidden are not in any visible categories.

Q: Why do numbers sometimes differ between the builder, email preview, and ads widgets?
Timezones. The builder uses your browser timezone; scheduled email previews use the sub‑account’s timezone; connected ad platforms (e.g., Google/Facebook) follow their own account timezones.

Q: Are images included in downloaded PDFs?
Images and iframes may appear in previews/emails but are not included in downloaded PDFs due to security restrictions.

Was this guide helpful?

Related guides

How to create a custom report, schedule and export report as PDF4 min read · 7 imagesUnderstanding Attribution Source8 min read · 3 imagesUnderstanding Google Ad Reporting Terminology3 min read · 2 imagesHow to set up Google Ad Reporting3 min read · 6 images