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Custom Report Templates, Build Layouts That Match Your Workflow

Build reusable report templates with drag-and-drop blocks. Choose KPIs, chart types, sections and branding once, then apply to any project or schedule.

November 10, 20252 min read
Table of Contents

Custom Report Templates, Build Layouts That Match Your Workflow

Template builder anatomy

The builder is a vertical canvas with 7 block types. Drag, drop, reorder, hide. Every block has data-source + style settings.

  • Cover block, logo + title + date range
  • KPI block, 3 to 8 metric cards in a row
  • Chart block, line, bar, pie, table
  • Section heading, divider with custom copy
  • AI summary, auto-generated narrative paragraph
  • Table block, raw data with sort and filter
  • Footer block, contact + page numbers

Starting points

Don't start from blank, pick a starter and customise. Each starter is designed for a specific audience.

  • Monthly Client, 8 pages, executive-friendly
  • Weekly Internal, 3 pages, dense, no AI narrative
  • Executive 1-Pager, top-of-funnel KPIs only
  • Technical SEO, audit + crawl + Core Web Vitals deep dive
  • Content Performance, top pages + keyword movement + backlink wins

Data binding rules

Each block binds to a data source. When you apply the template to a different project, the binding resolves automatically.

  • Bindings: rank tracker, audit, backlinks, GSC, GA4, custom
  • Default date range: relative (last 30 days) or fixed
  • Empty-state handling: hide block or show 'No data' placeholder

Versioning and sharing

Templates are versioned. Edit, preview, publish. Other team members can clone and modify.

  • Draft and published versions
  • Change log per template
  • Workspace-wide sharing (read-only or editable)
  • Export template as JSON for migration

Best practice

Templates work best when audience-segmented. Avoid one mega-template that tries to cover every client.

  • 1 template per audience type (exec, marketing, technical)
  • Keep templates under 12 pages, attention drops sharply after
  • Use AI summary block sparingly, max 2 per template
custom report templates, build layouts that match your workflow | Workexe flow
  1. 1
    Connect

    Verify the domain, connect GSC and GA4 in two clicks.

  2. 2
    Scan

    Site Audit and keyword tracking start automatically.

  3. 3
    Optimize

    Apply recommendations from the content assistant and fix list.

  4. 4
    Report

    Export to PDF/Looker or email clients on a schedule.

Frequently Asked Questions

How many templates can I create?
Unlimited on Standard and above. Free is limited to 3 custom templates.
Can I import templates from other tools?
Partially. JSON import is supported on Agency plan; rich layouts from other tools may need adjustment.
What happens to scheduled reports if I edit the template?
Active schedules use the latest published version. Draft edits do not affect deliveries until you click Publish.
Can I A/B test templates?
Yes. Clone a template, modify, then assign each version to different schedules to compare engagement.