Templates are pre-built report configurations that help you get started quickly. Each template pre-populates the configurator with metrics, filters, and settings that address a common use case so you can generate a meaningful report in just a few clicks.

Accessing the Template Gallery

1. Navigate to the Analytics Hub home screen.
2. Click Create > Report.
3. The template gallery appears under the heading Ready-made templates.

Browsing Templates

The gallery displays templates as cards. Each card shows:

• Template name (e.g., "User Events," "Paid Ads Performance," "Customer Acquisition")
• Metric tags — The metrics included in the template (e.g., Cost, Visitors, Contacts, Companies)
• Icon — A visual indicator of the template's report type.

Viewing Template Details

Click on a template card to see more details in a side panel:

• Description — What the template is designed to analyze

• Metric tags — The specific metrics included

• Use cases - Questions the template can help you answer

  

Using a Template

1. Click on a template card to view its details.