{"id":73202,"date":"2026-07-30T11:00:00","date_gmt":"2026-07-30T14:00:00","guid":{"rendered":"https:\/\/reportei.com\/?p=73202"},"modified":"2026-06-27T11:12:57","modified_gmt":"2026-06-27T14:12:57","slug":"report-templates-in-reportei-2","status":"publish","type":"post","link":"https:\/\/reportei.com\/en\/report-templates-in-reportei-2\/","title":{"rendered":"Report templates in Reportei: how to save and reuse"},"content":{"rendered":"

Learn to create and save report templates in Reportei in 4 steps<\/span><\/h2>\n

Without a doubt, the option to <\/span>create <\/b>and<\/span> save report templates<\/b> in <\/span>Reportei<\/span><\/a> is one of the most important features for those who want more practicality to analyze results and <\/span>ease in communicating them to clients<\/b>.<\/span><\/p>\n

By structuring a <\/span>unique design<\/b> you can add or keep only the most important metrics, change the order of social networks, and add analysis with your perception of events.<\/span><\/p>\n

But the best part, without a doubt, is being able to <\/span>use this template as many times as you want <\/b>afterwards without the need to customize everything again.<\/span><\/p>\n

That’s why in this article we have prepared a <\/span>step-by-step<\/b> guide with 4 stages for you to learn how to create, save, and reuse your design. Let’s go!<\/span><\/p>\n

Step 1: Generate a customizable report in Reportei<\/span><\/h3>\n

The <\/span>customizable report <\/b>of Reportei, launched in version 3 of the tool, was a way we found to give more freedom to marketing professionals to communicate more <\/span>clearly <\/b>and <\/span>objectively <\/b>with their clients.<\/span><\/p>\n

Besides offering a greater amount of <\/span>media to be analyzed<\/span> it allows you to <\/span>create your own template<\/b> by adding, deleting, or rearranging metrics, analysis, and charts.<\/span><\/p>\n

To create your first personalized report, you just need to access the client area and click on the option <\/span>New report<\/b> and then on <\/span>Customizable<\/b> Select the analysis period, the information comparison period, and finally the media you wish to analyze.<\/span><\/p>\n

By clicking Continue, an <\/span>automatic report<\/b> from Reportei will be generated in just three seconds and you can modify it as much as you want to fit your client’s style.<\/span><\/p>\n

Step 2: Customize with metrics, charts, and analysis<\/span><\/h3>\n

With your model in hand, it’s time to <\/span>organize the information<\/b> and change the design so that the most important information is highlighted and makes sense for the decision maker.<\/span><\/p>\n

In this way, using the drag and drop method for blocks, you have complete freedom to:<\/span><\/p>\n