Building Reusable Templates
Save your best report structure so every future report starts from a proven foundation.
Why Templates Matter
If you're producing reports regularly — monthly retainers, campaign recaps, quarterly reviews — templates save real time. Build once, reuse forever.
Templates capture your slide structure (which sections, in what order) so you don't re-make the same decisions each time. Your brand kit handles the visual side separately.
Save a Report as Template
Open any report you're happy with. Click the Share dropdown and select Save as Template.
Give it a descriptive name your team will recognize:
- "Monthly Client Recap"
- "Product Launch — Full Analysis"
- "Executive Brief — 3 Slides"
Your template now appears in the template picker whenever you create a new report.
Starter Templates
PRCharter ships with five built-in templates:
- Standard Report — Cover, summary, press highlights, impact metrics. The 80% use case.
- Press Release Report — Focused on coverage highlights. Skips author/byline detail.
- Earned Media Report — Full breakdown with quotes, bylines, and publishers.
- Executive Brief — Three slides. For busy stakeholders who want the headline.
- Full Deep Dive — Everything: montage, themes, timeline, quotes, appendix. For comprehensive campaign reviews.
When you create a report, PRCharter automatically suggests the best fit based on your URLs. You can always switch.
Template Strategy
For agencies: Create one template per client engagement type. Monthly retainers get a different structure than launch campaigns.
For in-house teams: Start with the Standard Report. Once you know what your stakeholders actually read (hint: check view analytics), trim to what matters.
The golden rule: Include a Cover and Executive Summary in every template. Everything else is optional.