Customize a template

Once you've copied a Looker Studio template and linked it to your data source, you're ready to customize the report content if needed.

You have full control to edit, delete, or add content to any page in the report.

You'll find 2 types of reports in Adalysis:

• Client reports: these are suitable for agencies who want to send their customers regular reports. The reports are brief and show a summary of the account's performance. You can customize these reports by adding your own text summary (see below). Tip: If you're using the Pro version of Looker Studio you can also use its built-in conversational analytics to create an AI generated summary descriptions of the account's performance.

• Team reports: these are suitable for internal reporting and go into a lot of details. You can customize these reports in multiple ways, including hiding unwanted pages (see below).

Ways to customize a template

Add text summary

The client reports have a section at the bottom of each page dedicated to entering a text summary (if needed).

Go to the Edit mode and click on the empty space at the bottom of a page to see the text box.

Once you've entered your desired text summary, exit the Edit mode and send the report to your client.

Hide unwanted pages

Each Adalysis template page focuses on one aspect of reporting to make it as modular as possible. You can hide unwanted pages to keep only the ones that are relevant to your desired report.

Go to the Edit mode and click on the Page control to open the relevant panel.

Then click on the three dots of the pages you want to hide and choose Hide in view mode.

This will ensure this page isn't included in the final report (both the online version and the PDF export).

Customize page content

To make further edits, please refer to the Looker Studio help pages. Once you're familiar with the basic tools, Looker Studio reports are easy to customize.