How To Use the Custom Reports Template Library in Tekmatix

Why This Matters

Creating professional reports from scratch for each client can be time-consuming and prone to formatting errors. Tekmatix’s Custom Reports Template Library allows you to start with pre-designed templates that are brand-consistent, easy to customize, and ready to schedule. This ensures faster report delivery, reduces setup errors, and keeps your team aligned on reporting standards.

By using the library, agencies and teams can streamline reporting workflows, enforce visual consistency, and focus on data insights rather than repetitive formatting.

Key Benefits

• Brand Consistency: Keep fonts, colors, and layouts uniform across clients
  

• Faster Report Creation: Deploy new reports in minutes using ready-made templates
  

• Proven Best Practices: Templates are designed by reporting and business experts
  

• Continuous Updates: Access new templates added regularly to the library
  

• Customizable: Edit metrics, filters, visuals, and layouts to fit your needs
  

• Reduced Learning Curve: Ideal for new users or teams standardizing reporting
  

• Time Savings: Focus on analyzing data instead of formatting reports
  

Adding a Custom Report to the Template Library

You can convert a finished report into a reusable template so that your team can use it across sub-accounts.

Step 1: Set Minimum Access Permissions

1. Navigate to Reporting › Custom Reports and locate your finished report
   

2. Click the ⋮ (three dots) next to the report → Manage Permissions
   

3. Grant at least Read access to:
   

   • Agency User
     

   • Account Admin
     

   • Account User
     

Step 2: Prepare Your Report for Template Upload

• Finalize layout, branding, and page order
  

• Replace any client-specific text/screenshots with generic placeholders
  

• Normalize date ranges and widget settings to be reused
  

Step 3: Upload the Report as a Template

1. Click the ⋮ (three dots) → Upload Report Template
   

2. The report is now available in the Template Library for future use
   

How To Use the Custom Reports Template Library

Follow these steps to quickly create, customize, and schedule reports:

Step 1: Create a New Report

1. Go to Reporting › Custom Reports

2. Click New Report
   

Step 2: Select From Template Library

• Choose From Template Library to browse pre-designed templates
  

Step 3: Filter and Preview

• Filter by niche or tags to find the right template
  

• Click a template → Preview to view it with live data
  

• Click Use Template to apply it
  

Step 4: Customize and Schedule

• Edit metrics, filters, and visuals as needed
  

• Click Save → Schedule to set delivery cadence (daily, weekly, or monthly)
  

• Optionally, Send Immediately or Download PDF
  

Sample Scenario: Weekly Client Marketing Report

Goal: Provide clients with consistent, branded weekly performance insights

Workflow:

1. Select Marketing Performance Template from the Template Library
   

2. Preview live campaign metrics and adjust filters for each client
   

3. Schedule automatic delivery every Monday morning via email
   

Outcome:
Clients receive professional, brand-aligned weekly performance reports without manual setup. Your team saves hours each week and ensures consistency across all client reports.

Frequently Asked Questions

Q: Will editing a template update existing reports?
A: No. Templates are starting points. Edits affect future reports; existing or scheduled reports remain unchanged.

Q: Can I hide specific templates from certain sub-accounts?
A: Not directly. Use a hidden category to exclude templates from view.

Q: Why do numbers differ between builder, email preview, and ads widgets?
A: Different time zones: browser, sub-account, and connected ad accounts can cause discrepancies.

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