Report templates

Templates define the structure of a report: cover, pages, which KPIs, charts and tables go in and where the RelatorAI text sits. You pick a template and Relator fills it with the client's numbers. Use them to standardize your agency's reports and save time.

Before you start

• The Templates tab only appears for people who can edit reports.
• Templates depend on the sources connected for the selected client.

The ready-made templates

• Paid media report

  What it includes

  Paid media results and campaigns, with KPIs, trend, commentary and a campaign table.

  Sources

  Meta Ads or Google Ads (GA4 optional)

• Executive summary

  What it includes

  A single page with a concise view of the main business results.

  Sources

  Any source

• Web analytics report

  What it includes

  Website acquisition, engagement and organic search.

  Sources

  GA4 and Search Console (Google Ads optional)

• Social media report

  What it includes

  Audience and social media performance.

  Sources

  A connected social media source

• Client monthly report

  What it includes

  A complete report organized by source: an overview with the month's context and one tab per source.

  Sources

  Any source

• Period comparison

  What it includes

  One page with KPIs and the change versus the previous period.

  Sources

  Any source

Use a template

1. 1
   Step 1

   Open the Templates tab

   In Reports, click the Templates tab. Use the category filters (All, Paid media, Analytics, Social, Executive) to find the template.

   Illustrative screen

   Korra/Reports

   Ask RelatorAIPT

   Reports

   AllDraftsSharedTemplates

   CategoryAllPaid mediaAnalyticsSocialExecutive

   1

   Filter by sourcesMeta Ads · Korra BrasilGoogle Ads · Korra — Search

   2

   Paid media reportRecommended

   Paid media results and campaigns.Use template

   3

   Client monthly report

   A complete monthly report organized by source.Use template

   Web analytics reportRequires Google Analytics 4 and Google Search Console

   Website acquisition, engagement, and organic search.

   1. 1Filter templates by category.
   2. 2Check or uncheck sources to see which templates become available.
   3. 3Use template opens the generator with the template already chosen.

2. 2
   Step 2

   Check the sources

   Under Filter by sources, the client's accounts come selected. A template marked Requires … only becomes available when the missing source is connected.

3. 3
   Step 3

   Click Use template

   The generator opens with the template locked under Chosen template. Review the sources and the period and click Generate report. The full walkthrough is in Create a report.

Save one of your reports as a template

Built a report exactly the way you like it? Turn it into a template to repeat the structure in the coming months.

1. 1
   Step 1

   Open the report in the editor

   Open the report and, if it is in read mode, click Edit.

2. 2
   Step 2

   Open Settings

   In the editor's right-hand bar, click Settings.

3. 3
   Step 3

   Click Save as template

   The app saves the template with the report's current title and shows Template saved. The template becomes available for this client.

Add just one tab from a template

You don't need to rebuild the report to use a template. In the editor, click + Add next to the tabs › From template, choose the Template and the source, and click Add tab. A new tab with that template's structure for the chosen platform is added.