Report templates

A report template is a ready-made report on sample data. You can try it live, then copy it into your workspace and point it at your own Data Tables.

Before you start

• Plan: everyone can browse templates and try them live. Creating a report from a template needs the Enterprise plan. On other plans the Use template button is turned off and a notice links to See plans. See Plans.
• You need to be an Admin or Editor of the workspace where the report goes.
• Your data must already be in Data Tables of that workspace, with the Build permission. See Data Tables.

Browse templates in the app

1. In the left menu, open Templates.
2. The Report templates page lists every published template. Featured templates show first.
3. Click a template to open it. The page shows:
   • what the template is about, with page images and the list of pages;
   • Works with your data: the data sources the template was built for;
   • Data the template needs: its tables and columns, and how many measures are copied into your new data model.
4. Click View live template to open the live report in a new tab. Click charts and filters to try it. Reset filters puts the filters back.

Create a report from a template

1. On the template page, click Use template.
2. In the Use template dialog, pick the Workspace. Only workspaces where you are an Admin or Editor are listed.
3. Enter the Report name and the Data model name. Both start as the template title.
4. Under Match tables, use Pick a table beside each template table to choose one of your tables. Match by name fills in the tables and columns whose names match.
5. Open each table and use Pick a column beside each template column. Only columns with a matching kind of data are offered. Required marks the tables and columns the report needs.
6. Click Create report.
7. When you see Report created from the template, click Open report.

Fresco BI creates a new data model over your Data Tables, with the template’s measures and relationships, and a draft report on it. The draft is yours to change, save and share.

Note

If the data checks of the new data model do not pass, the data model stays a draft. Open it, fix it and publish it. See Data models.

Tip

If a measure of the template does not fit your data, it is left out. The result tells you how many measures could not be copied.

Templates on the Fresco BI website

The template gallery is also public at frescobi.com/templates. You do not need an account to look around.

1. Search with Search templates, or filter by category and by Data source.
2. On a card, click Open demo to open the live report, or View template to read about it.
3. On the template page, click See it in action to jump to the live report. Pick a page from the tabs under the report and click filters and charts. View live template opens it full screen.
4. Click Use this template. You go to the Fresco BI app. Sign in, or sign up if you have no account yet. The template opens in the app’s Templates section, where you continue with Create a report from a template.

Want the report built on your own data, with your KPIs and brand? Fill in the “Build your custom report with us” form on the template page (name, business email, phone) and click Get your report. The team replies within one business day.

Who publishes templates

Templates are made and published by the Fresco BI team. You cannot publish your own report as a template.

Common questions

Why is “Use template” turned off? Your organization is not on the Enterprise plan.

Why does the dialog say there is no data table to build on? The workspace you picked has no Data Table where you have the Build permission. Load or connect data first, or pick another workspace.

Does the template copy its sample data? No. The new report reads only your Data Tables.