Report Templates

Choose the perfect style for your client reports. All templates are included with every subscription. Preview each template with sample data.

Classic
Clean, professional layout with all sections
Bold
Dark header with vibrant brand accents
Executive
AI summary at top, followed by all metrics and data
Data-Heavy
Compact layout with all metrics, no AI summary
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Custom Branding

Each template uses your agency's brand color and logo for a cohesive, professional look.

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Same Data, Different Views

All templates include the same metrics and AI-generated insights—just presented differently.

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Quick Switching

Change templates per client anytime. Auto-sent reports use the selected template.

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PDF & PowerPoint

Templates apply to both PDF reports and branded PowerPoint decks.

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Included for Everyone

Every template is included with every client — no premium tier required.

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Per-Client Choice

Set a different template for each client. Bold for one, Minimal for another.

Ready to impress your clients?

Every plan includes custom report templates and every other feature — $10 per client, per month.

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