# 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. - Source: https://docs.ghlcustomercare.com/docs/reporting/custom-reports/template-library-for-custom-reports - Section: Reporting / Custom Reports - Reading time: 4 min - Images: 6, each explained below - Modified on Tue, 18 Nov, 2025 at 2:47 PM --- 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?](#what-is-the-custom-reports-template-library) - [Key Benefits of the Custom Reports Template Library](#key-benefits-of-the-custom-reports-template-library) - [Adding a Custom Report to the Template Library](#adding-a-custom-report-to-the-template-library) - [How To Use the Custom Reports Template Library](#how-to-use-the-custom-reports-template-library) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055789165/original/oGQm8KKTXfA84EK8mf31qFD-A7E8r2n7nw.gif) **Adding a Custom Report to the Template Library (image 1 of 6)** 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. - What this covers: Grant at least Read access to the following roles: Agency User, Account Admin, and Account User. - Controls: Set minimum access permissions, Reporting › Custom Reports, Reports Overview, ⋮ (three dots), Manage permissions, Read, Agency User, Account Admin, Account User, date ranges - Next: Before you upload — make a template‑ready report Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055789208/original/iM1_LnXENcueFLixoWgjemiN2_tYNQDDIg.png) **Adding a Custom Report to the Template Library (image 2 of 6)** 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. - What to choose: 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 - Controls: Set minimum access permissions, Reporting › Custom Reports, Reports Overview, ⋮ (three dots), Manage permissions, Read, Agency User, Account Admin, Account User, date ranges - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055788775/original/bOerS69c7IAqYF97wd3jjFp60ozsmKwnYQ.png) **Step 1 of 4: Navigate to Reporting: Open the target sub‑account and go to Reporting…** 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. - Where to go: 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. - Controls: sub‑account, Reporting › Custom Reports, From Dashboard, From Scratch, From Template Library, niche, tags, Use Template, live data preview, Save → Schedule, specific day, weekly cadence - Next: Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055788781/original/zL1Oa1FSyA-bYzqt3vCb6miXabxjU-__og.png) **Step 2 of 4: Choose your starting point: Select From Dashboard, From Scratch, or…** 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. - What to choose: Choose your starting point: Select From Dashboard, From Scratch, or From Template Library. Pick From Template Library to browse curated designs. - Controls: From Dashboard, From Scratch, From Template Library, sub‑account, Reporting › Custom Reports, niche, tags, Use Template, live data preview, Save → Schedule, specific day, weekly cadence - Next: 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. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055788793/original/wQmdeHQ2nsazF2GNrkgktHVIrW1T7GQzQA.png) **Step 3 of 4: Filter and select a template: In the library, filter by niche and tags…** 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.). - What to choose: 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. - Controls: niche, tags, Use Template, sub‑account, Reporting › Custom Reports, From Dashboard, From Scratch, From Template Library, live data preview, Save → Schedule, specific day, weekly cadence - Next: 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.) Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055788799/original/_2PE-ilAIivwY__lJ35_RuO4jvS0Gvk7fw.png) **Step 4 of 4: Preview with real data & schedule: After applying, a live data preview…** 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.). - How to confirm: 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.) - Controls: live data preview, Save → Schedule, specific day, weekly cadence, Send, Download, sub‑account, Reporting › Custom Reports, From Dashboard, From Scratch, From Template Library, niche Full 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. --- ## **Related Articles** - [How to create and schedule reports](https://docs.ghlcustomercare.com/docs/reporting/custom-reports/how-to-create-a-custom-report-schedule-and-export-report-as-pdf)  - [Template Library Overview & Setup](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-overview-setup) - [Add Custom Templates to Template Library](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/add-custom-templates-to-template-library)   - [Hide Individual Templates From Sub‑Accounts](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/hide-individual-templates-from-subaccounts)  - [How to Manage and Create Templates from the Admin Screen](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-manage-and-create-templates-from-the-admin-screen) - [How to manage categories, types and tags?](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-manage-categories-types-and-tags) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com