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. The Multi-channel template blends every connected paid channel: totals, leads and cost per lead, leads, spend and cost per lead by month and by calendar week, spend per channel, and a per-channel table with a Total row. The two Google + Meta templates open with both channels blended (combined KPIs and a Google-versus-Meta table, or blended revenue and ROAS by month) and then give each channel its own section. All of them use the blending described in the Reporting guide, so rates are recalculated from the combined totals rather than averaged. 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.