Templates store a configuration of metrics and sections that you can reuse in new reports. Three are built in: Monthly Presentation, Executive Summary, and Creative Focus, each with a typical set of sections and metrics. When you create or edit a report, choose a template in the Template selector and it fills in the metrics and sections automatically (you can still adjust them afterward). To save your own configuration, build the report the way you want it, click the save template button next to the selector, and give the template a name. The Templates button on the Reports page opens the list, where you can apply or delete templates. Built-in templates cannot be deleted.

The same Templates panel contains the Agency branding in reports section: upload your logo (PNG, JPG, or WebP, up to 300 KB) and pick a color. Your branding applies to all reports in the account. Simple mode in the editor also includes built-in styles: Overview, Sales, Leads, Messages, and Reach and profile.