Report templates

Most agencies report the same shape of story every month — the same widgets, the same channels, the same order — just for different clients. Templates let you capture that structure once and apply it again and again, so you're never rebuilding a Google Ads report from scratch for the tenth client. A template stores the layout and the choice of widgets, metrics, dimensions and date treatment; you point it at a client's data and it fills in with their live numbers. The payoff is consistency as well as speed: every client gets the same well-considered report, your team works from one agreed format, and a refinement you make to the template can become the new standard for everyone.

Build a report the way you like it in Reports → New report, then save it as a template from the report. From that point on it appears as a starting option whenever you create a new report — choose the template, assign it to a client, and the layout lands ready to deliver against that client's data. Anything in the template is still fully editable per client, so a template is a strong starting point rather than a straitjacket. Because templates live in your workspace, the whole team can build from the same set, which keeps reporting uniform even as the team grows.

CrunchJunkie ships with ready-made templates so you don't always start from a blank canvas. Cross-channel templates combine Google Ads and Meta in a single report — blended spend, side-by-side performance and a unified summary — which is exactly the view most clients running both channels want. They rely on the metric-blending described in the Reporting guide, so a scorecard can total spend across both platforms at once. There's also a "GA4 — AI Assistant Traffic" template that comes pre-built with a per-assistant breakdown table, donut charts for sessions and key events by assistant, and an AI-written summary — the fastest way to show a client the real traffic that ChatGPT, Perplexity and the others are sending. Pick any built-in template as a base and adapt it to the client in front of you.