Speed up your workflow with CoverageBook's custom templates, or pick from our selection of pre-prepared quick start templates!
You can create and save bespoke report templates to stay consistent, on-brand and save time.
You can either choose to create a brand new blank report to make a template from, or pick an existing report you'd like to use as a template. We also have a range of pre-formatted templates like annual summaries, numbers updates and more.
Watch this video or continue reading below to get started!
Contents:
How to save any report as a reusable template
You can create your own templates in 3 steps
You can also create a brand new report to make a template from if you prefer to start from scratch! Just create the report, customise it and choose 'save as template'
You'll need to be an account admin to create a template, and you can save up to 20 at a time
Create reports using CoverageBook's default quick start templates
We've designed some handy default templates you can use to quickly create different versions of reports, like making annual summaries, focusing on the numbers, or just on your coverage wins and visuals!
How to create a new report template
To create a new report, click the green 'create new report' button when you're in a Folder or on the main Reports page.
Tip - create new reports inside a folder and we'll automatically save it to the folder you're working in
You can now select one of our default templates to use!
Give your report a name, choose a Folder to save it in, and you're all set to add content and customise your report.
You can also use our Quick start templates to create new reports in one click directly from the main Reports page!
What quick start templates can I create?
The Showcase report is the default option
Create a Showcase Report if you're looking for the original CoverageBook default format. This will give you all the usual elements and formatting like front cover, metrics summary, highlights etc, so you can add coverage and customise it ready for sharing.
Annual Report
This is a great option for creating summaries, with your coverage organised by month. We include all the default report options, plus an Executive Summary slide you can edit, and Sections from January to December so you can present your coverage through the year.
Numbers Update
Present your key metrics and KPIs centre stage, with a simple front cover title page, metrics summary and a Coverage Index Section, presented in list view.
No Metrics Report
This presents your coverage with the focus on visuals, so you can spotlight the coverage on its own without any metrics.
Activity Roundup
This template focuses on adding slides to set out your aims, objectives and wins for your project or campaign, with the coverage presented in grid view.
Create reports from existing coverage using the Coverage Vault
The Coverage Vault contains all the items you've ever added to your account. You can quickly filter by folder, Report, Section and more. Once you have selected coverage, you can add it directly to a report template.
Start by clicking on the Coverage menu from the main navigation bar.
You can now filter your results using the options on the left. Once you've selected the coverage you want, click on 'create new report'
Then select form one of your templates to use!
You can reuse any coverage you've added to your account in as many different reports as you like - this is a great way to showcase your coverage in a summary, or perhaps to present a numbers update, or activity roundup report.
Can I copy the settings and formatting from an existing report?
Yes! If you already use your own customised layout and settings for your regular reports, you can copy all the settings from an existing report to reuse in a new one. This is a great option to save time as it'll copy over all the report options like logos, colours, slides, and which metrics you've selected to present.
To copy an existing report's settings, hit the three dots below any report and click on copy.
Then choose copy style and settings. It'll create a blank report with all your preferences saved so all you need to do it add coverage and make adjustments!
