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. For a shop, "GA4 — AI Assistant Traffic (Shop)" shows purchases and purchase revenue per assistant instead, with a purchase conversion rate and revenue per session (see AI traffic from GA4). Pick any built-in template as a base and adapt it to the client in front of you. The "AI Visibility — Monthly Deep Dive" template lays out one month of AI visibility in eight sections: an executive summary, opened by the Data basis table; key figures (Visibility, Share of Voice, Sentiment, Avg. Position, Mentions and Brand Rank, then Retrievals, Retrieval Rate, Citations, Citation Rate, Source Appearance Rate and Source Domain Rank) against the previous month; the Prompt table sorted by the change in visibility; the Brand × Tag heat map with a Total column; source metrics per tag with change columns, a Total row and a weekly Trend column; a trend over the last six full months (a monthly line, the Month table, Tag × Month and Brand × Month); the top Source domains and Trending URLs; and a Methodology note with the answers per month. It names no tags: each tag table takes the tags on the most prompts, up to eight, and you can pick and order them in the widget's settings. A client whose prompts have no tags yet sees "No prompt tags yet" in those tables instead of rows. The template suits Peec AI projects and our own scans alike, and every figure follows the definitions of the data behind it. The "AI Visibility — Client Monthly" template is written for the client who pays for the service, not for the agency. It answers three questions from its own pages: is it working, is it worth the cost, and what happens next month. It compares one calendar month with the one before and has nine sections: an executive summary, the data basis (with the prompts tracked and no figure beside them), the definitions, visibility overall next to visibility per AI assistant, visibility per market, the competitor comparison, sources and citations, the outcomes from the client's analytics (a lower bound) and the plan for next month. The first and the last section are text you write yourself, with a placeholder that says what to cover. Every rate shows its number of answers and its margin of error, a change inside the margin is labelled within margin and not described as a rise or a fall, and a change against a period that did not hold every prompt carries the asterisk. There is no chart, because the report is about one month. When you apply it, the report opens in the language of the client's AI visibility project, not in your own; you can still change the report language afterwards. In the PDF and the print view, the header of every page names the period and the one it is compared with. On a white-label plan the cover and the footer carry the agency's logo and name and nothing of CrunchJunkie's; on other plans they carry CrunchJunkie's. Every built-in template you open from the Templates gallery starts on its own data source, so the new report is saved as an AI Visibility, GA4, LinkedIn or other report rather than as Google Ads.