Report Templates can be created to export a spreadsheet of data from PreciseFP, such as gathered client data or User Activity, to Excel or .csv for review or further data massage. Once the Report Template is created, you can run your Report in Settings > Reports

You can see all pre-built Report Templates in the Templates > Report Templates > Report Library section:

Sort the Report Library by Category using the 'Show Only' dropdown:

Click Preview to get an idea of what the Report Template will look like with data:

Change the options on the right to your liking, then click 'Generate Report':

Click 'Install' to bring a customizable copy of the Report Template into Report Templates > My Templates:

You can create a new, blank Report Template in My Templates by clicking '+' in the upper right-hand corner, then selecting 'New blank template' from the dropdown.

Tip: Read this section to learn about creating templates with AI.

When creating a blank template, you will be asked to pick from one of the new Report Types. The description under each Type listed will explain its parameters:

Account Profiles is a Report Type for pulling pieces of information from your Client/Prospect account Profiles themselves.

Form Engagement Data is a Report Type for pulling the responses from a specific Form Template to see multiple people's responses at once.

Your enabled Report Templates will be listed in Templates > Report Templates:

Click on a Report Template to open Template Details:

The above options will allow you to (from left to right) Preview the Report Template, Edit its Title/Description/Category or Disable it, Copy the template, Share the template, or Delete it.

Click 'Customize' on an existing Report Template to open the Report Template Editor and alter the content it will display:

Customizing or creating a template will open the Template Editor. The Template Editor organizes the template horizontally by way of Data Sources, then vertically by way of Columns.

Data Sources are where the data will be coming from

In the above example, the report template is Profile-Based, so the existing Account data source will let you add data points relating to the Account Profile, such as Contact Name, Data Quality, Pipeline Stage, Created Date - whereas the Client / CoClient data source will let you add pieces of data stored in Invididual/CoClient enabled pages of your Dataset.

Click on an existing data source to select the pieces of data you want to add to your Report Template, or click the Trash Can icon to delete the Data Source from the template:

When adding items from a Data Source, a panel will appear on the right, listing the possible pieces of data from this source you can add as Columns to your Report Template:

Click in the corresponding dropdown and select 'Add as new column' to create a new column for the piece of data. Be sure to scroll to the bottom of the Data source details panel and click 'Save changes' when you are done making your selections!
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Add a new data source by clicking the 'New data source option':

Manually add a new Column by clicking '+ Add column', where you will then be prompted to select a Type, Title, and Description:

PreciseFP's recommendation is to create Columns on your Report Template by adding them via Data Sources, rather than adding the Column manually first.

In the upper right-hand corner of the Template Editor, you will have options to edit the report with AI, filter Account/Client/CoClient data, edit the report details, or preview the report:

Filters are helpful for filtering the type of data your Report Template will show when run. For example, you may add a filter to only show results if the Account is a Client and not a Prospect:

When you are happy with your Report Template, click here for a guide on Generating and Downloading your Report!

Keywords: Reports, Report Template, Customizing, Data, Profiles, Engagements