Use the Custom Reports Template Library in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

The Custom Reports Template Library in Sparkforge ships pre-built report layouts you can apply, preview with live data, and schedule for delivery — cutting setup time and keeping branding consistent across sub-accounts.

The Custom Reports Template Library is an in-app gallery of report layouts you can apply, brand, and schedule. Use it to standardize agency reporting and skip page-by-page formatting.

What the library gives you

  • Browse, preview, and apply templates when creating a custom report.
  • Pages, widgets, and themes preconfigured.
  • Filter the gallery by niche and tags.
  • Live data preview after applying.

Why use templates

  • Brand consistency: uniform fonts, colors, and layouts.
  • Faster builds: deploy reports in minutes, not hours.
  • Best practices baked in: templates are designed by data and reporting specialists.
  • Continuous updates: the library grows over time.
  • Editable everything: metrics, filters, visuals, layouts.

Add a custom report to the library

Set permissions first

  1. Open Reporting > Custom Reports.
  2. On Reports Overview, click the ⋮ menu next to your report and pick Manage permissions.
  3. Grant at least Read access to Agency User, Account Admin, and Account User.

Make the report template-ready

  • Finalize layout, branding, and page order.
  • Replace client-specific text or screenshots with generic placeholders.
  • Normalize date ranges and widget settings you want reused.
  • Click ⋮ and pick Upload Report Template.

Use the library

  1. Open the target sub-account and go to Reporting > Custom Reports.
  2. Click New Report.
  3. Pick From Template Library as the starting point.
  4. Filter by niche and tags. Click a template, preview it, then click Use Template.
  5. Review the live data preview.
  6. Click Save > Schedule to set delivery on a specific day or weekly cadence. You can also send immediately or download a PDF.

Frequently Asked Questions

Will editing a template update reports already created from it?
No. Templates are a starting point. Edits affect only future reports built from the template. Existing and scheduled reports stay as they are.
Can I hide specific templates from certain sub-accounts?
Not directly. Use a hidden category and keep the templates you want hidden out of every visible category.
Why do builder, email, and ad widget numbers sometimes disagree?
Time zones. The builder uses your browser zone, scheduled emails use the sub-account zone, and connected ad platforms follow their own account zones.
Are images and iframes included in downloaded PDFs?
They show in previews and email versions, but downloaded PDFs exclude them due to security restrictions.

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