How to Create Templates for Quick Reporting

You can turn your report into a template for quick, easy, and streamlined reporting across teams.

Templated Reports allow you to save a formatted range to be pulled down by you or other authorized members of your organization. It saves dimension selections and formatting only.

Templates can be used for inputting data to publish, like Headcount Planning. Or, it can be used for viewing data, like a Monthly Forecast. 

• Create a template using an existing report
• Build a template from scratch

Once made, your templates will be available in your add-on to quickly fetch the relevant data and spin up a report in a matter of minutes.

Use an Existing Report

To use an existing report as a template, take the following steps:

1. Check that your spreadsheet contains Cube dimensions for the add-on to reference

2. Ensure that your date formatting follows Cube's best practices

3. Select your range and Validate the information - this ensures your dimensions and line items correctly match what's in your Cube. Update any unrecognizable dimensions.

You're ready to save your template after you've validated your dimensions. 

4. Under Publish, select Template. Name your template and determine if you'd like to be accessible to other users in your organization.

If yes, check the box Share with {company name} users.

5. Finally, hit the Publish Template button. You'll receive a notification at the top of your add-on confirming the action.

It'll now be available under Build > Open.

Build a Template from Scratch

1. From your add-on, under Build, select New

2. Drag and drop your top-level dimensions into the desired Row, Column, and Filter sections and select the names of dimension members in any organization of rows or columns desired.

Each top-level dimension can only be entered in one row or column.  

Note: The toggle "Select a parent selects its children" is automatically toggled on. To select a specific dimension member, like a quarter, rather than the aggregate dimension, like the full year, turn this toggle off. 

3. Click Fetch Data to build your range.

Once you've fetched your data, the dimensions will form a range, populating into your selected spreadsheet along with any connected source data:

4. Next, format your range based on your preferences. The following items will be saved with your template:

• Text styling
  • Bold, italics, and underline
• Text color
• Cell color
• Font
• Column width
• Horizontal alignment

🛑 Be sure the Retain font colors is toggled on in your settings:

Give it a final look- you're ready to publish your template.

5. Under Publish, select Template. Name your template and determine if you'd like to be accessible to other users in your organization.

If yes, check the box Share with {company name} users.

You'll receive a confirmation message at the top of your add-on, confirming the successful publish of your template:

Your template will now be available under Build > New:

Remember, you can make changes to your templates anytime. Simply open your template and follow these steps to overwrite your template with your new format.

Have ideas on how to make Templates work even better for you? Tell our Product team!