Templates give you a finished report in one click. Each one seeds a fresh report with a sensible set of sections for a common need, so you start from something complete and tune it rather than building from a blank page.
Pick a template
SimpleKPI ships five built-in templates:
- Executive Summary: a leadership digest.
- Off-track KPIs: everything currently missing target.
- Top Movers: the biggest gainers and decliners.
- Monthly Review: a rounded month-in-review.
- Board Pack: a fuller pack for a board meeting.
Start from a template
- Go to Reports.
- Click Templates (on the starter cards, or in the Add a new report menu).
- Pick a card. The count pill shows how many sections it includes.
- Wait a moment while your report is built. It then opens in the report builder, ready to edit.
What you get is a normal report, not a locked one. Every seeded section can be edited, reordered or removed, and you can add more from the palette. Rename it, set your date range, and save.
A template is only a starting point. Once it opens, treat it exactly like a report you built yourself. We recommend renaming it and setting the date range before you share or schedule it.