General
Data Sources | General
Fields & Formulas
Data Sources | Fields & Formulas
Connections
Data Sources | Connections
Creating & Sharing
Reports | Creating & Sharing
Report Editing
Reports | Editing
Report Config
Reports | Report Config
Chart Cards
Reports | Chart Cards
Content Cards
Reports | Content Cards
General
Data Chat | General
General
AI | General
MCP
AI | MCP
General
Clients | General
General
Integrations | General
Webhook — Local & Reviews
Integrations | Webhook — Local & Reviews
Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Webhook — Other
Integrations | Webhook — Other
Account & Billing
Settings | Account & Billing
Users
Settings | Users
Comments & Notes
Settings | Comments & Notes
Notifications
Settings | Notifications
FAQ
Settings | FAQ
Other
Settings | Other
General
KPI Forecasting | General
Settings & Status
KPI Forecasting | Settings & Status
Seasonality
KPI Forecasting | Seasonality
Metrics by Source
KPI Forecasting | Metrics by Source
General
Budget Tracking | General
General
Anomaly Detection | General
General
Automation Jobs | General
Change History
Automation Jobs | Change History
URL & Page Checkers
Automation Jobs | URL & Page Checkers
Local & Reviews
Automation Jobs | Local & Reviews
Search Console
Automation Jobs | Search Console
Managing Insights
Insights | Managing Insights
Change History
Insights | Change History
URL & Page
Insights | URL & Page
Local & Reviews
Insights | Local & Reviews
Other Insight Types
Insights | Other Insight Types
General
Local Listings | General
Profiles & Content
Local Listings | Profiles & Content
Performance & Activity
Local Listings | Performance & Activity
Media
Local Listings | Media
Categories & Services
Local Listings | Categories & Services
General
Reviews | General
General
Social Posts | General
Creating Posts
Social Posts | Creating Posts
Managing Posts
Social Posts | Managing Posts
Pipelines
Data Warehouse | Pipelines
Access & Credits
Data Warehouse | Access & Credits
Source Fields
Data Warehouse | Source Fields
Data Studio
Data Warehouse | Data Studio
BigQuery
Data Warehouse | BigQuery
General
Clients | General
General
Integrations | General
MCP
Integrations | MCP
Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Webhook — Local & Reviews
Integrations | Webhook — Local & Reviews
Webhook — Other
Integrations | Webhook — Other
Account & Billing
Settings | Account & Billing
Users
Settings | Users
Comments & Notes
Settings | Comments & Notes
Notifications
Settings | Notifications
FAQ
Settings | FAQ
Other
Settings | Other
Settings | Account & Billing
Insights | Managing Insights
Integrations | General
Settings | Comments & Notes
Settings | Users
Reports | Creating & Sharing
AI | General
AI | General
Reports | Content Cards
Anomaly Detection | General
Anomaly Detection | General
Anomaly Detection | General
Insights | Other Insight Types
Anomaly Detection | General
Integrations | Webhook — Other
Anomaly Detection | General
Local Listings | General
Reviews | General
Reports | Chart Cards
Local Listings | Profiles & Content
Data Warehouse | Pipelines
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Local & Reviews
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Local & Reviews
Integrations | Webhook — Local & Reviews
Integrations | Webhook — Local & Reviews
Integrations | Webhook — Automation Payloads
Automation Jobs | General
Automation Jobs | General
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Automation Jobs | General
Integrations | Webhook — Automation Payloads
Integrations | Webhook — Automation Payloads
Insights | Managing Insights
Reports | Chart Cards
Reports | Creating & Sharing
Budget Tracking | General
Budget Tracking | General
Budget Tracking | General
Budget Tracking | General
Budget Tracking | General
Budget Tracking | General
Integrations | Webhook — Other
Budget Tracking | General
Budget Tracking | General
Local Listings | General
Local Listings | Media
Social Posts | General
Settings | Account & Billing
Reports | Editing
Reports | Creating & Sharing
Local Listings | Categories & Services
Local Listings | Categories & Services
Local Listings | Categories & Services
Settings | Users
Settings | Other
Clients | General
Clients | General
Reports | Chart Cards
Settings | Notifications
Data Sources | General
Integrations | General
Integrations | General
AI | MCP
Data Sources | Connections
Data Sources | Connections
Data Sources | Connections
Data Sources | Connections
Data Sources | Connections
Data Sources | Connections
Data Sources | Connections
Data Sources | Connections
Data Sources | Connections
Local Listings | Media
Data Warehouse | Data Studio
Data Warehouse | Data Studio
Data Warehouse | Data Studio
KPI Forecasting | General
Reports | Creating & Sharing
Reports | Report Config
Reports | Creating & Sharing
Clients | General
Data Warehouse | Data Studio
KPI Forecasting | General
Data Warehouse | Pipelines
Data Warehouse | BigQuery
Social Posts | Creating Posts
Automation Jobs | General
Social Posts | Creating Posts
Anomaly Detection | General
Automation Jobs | General
Reports | Editing
Data Sources | General
Data Sources | General
Data Sources | General
Data Warehouse | Data Studio
Data Warehouse | Access & Credits
Data Warehouse | Access & Credits
Data Warehouse | Access & Credits
Clients | General
Settings | Users
Settings | Comments & Notes
Data Sources | General
Reports | Chart Cards
Social Posts | Managing Posts
Social Posts | Creating Posts
Data Warehouse | Data Studio
Settings | Notifications
Data Warehouse | Pipelines
Settings | Comments & Notes
Settings | Notifications
Settings | Notifications
Reports | Creating & Sharing
Social Posts | Managing Posts
Data Warehouse | Pipelines
KPI Forecasting | Metrics by Source
Automation Jobs | URL & Page Checkers
Insights | URL & Page
Data Warehouse | Source Fields
KPI Forecasting | Metrics by Source
Reviews | General
Reports | Report Config
Reports | Report Config
Data Sources | General
Data Sources | Fields & Formulas
Data Warehouse | Source Fields
Settings | FAQ
Settings | FAQ
Data Sources | Connections
Data Sources | Connections
Automation Jobs | Change History
Insights | Change History
KPI Forecasting | Metrics by Source
Automation Jobs | URL & Page Checkers
Insights | URL & Page
Automation Jobs | Change History
Insights | Change History
KPI Forecasting | Metrics by Source
Data Warehouse | BigQuery
Automation Jobs | Change History
Insights | Change History
KPI Forecasting | Metrics by Source
Data Warehouse | Source Fields
Automation Jobs | Local & Reviews
Insights | Local & Reviews
Automation Jobs | Local & Reviews
Insights | Local & Reviews
Automation Jobs | Local & Reviews
Insights | Local & Reviews
Data Warehouse | Source Fields
Data Sources | Connections
Data Sources | Connections
Automation Jobs | Change History
Insights | Change History
Automation Jobs | Local & Reviews
Insights | Local & Reviews
Data Warehouse | Source Fields
Data Warehouse | Source Fields
Budget Tracking | General
KPI Forecasting | Settings & Status
Data Warehouse | Data Studio
Data Chat | General
Settings | Comments & Notes
Local Listings | Profiles & Content
Settings | Other
Settings | FAQ
Reports | Content Cards
Reports | Content Cards
Local Listings | Media
Insights | Managing Insights
Insights | Managing Insights
Integrations | General
AI | MCP
KPI Forecasting | Settings & Status
KPI Forecasting | Settings & Status
KPI Forecasting | General
Integrations | Webhook — Other
KPI Forecasting | Settings & Status
Insights | Other Insight Types
KPI Forecasting | General
KPI Forecasting | Seasonality
KPI Forecasting | Settings & Status
KPI Forecasting | Seasonality
Reports | Chart Cards
Local Listings | Performance & Activity
Local Listings | Performance & Activity
Local Listings | Profiles & Content
Local Listings | Media
Integrations | General
Data Warehouse | BigQuery
Data Warehouse | BigQuery
Data Warehouse | Data Studio
Settings | Other
Data Chat | General
Local Listings | Media
Local Listings | Media
Local Listings | Media
Social Posts | General
Local Listings | Media
Local Listings | Media
Data Chat | General
KPI Forecasting | Metrics by Source
Automation Jobs | URL & Page Checkers
Insights | URL & Page
Reports | Chart Cards
AI | MCP
Local Listings | Profiles & Content
Data Chat | General
Automation Jobs | URL & Page Checkers
Insights | URL & Page
Reports | Report Config
Reviews | General
Data Warehouse | Pipelines
Local Listings | General
Clients | General
Social Posts | Creating Posts
Reports | Creating & Sharing
Social Posts | Managing Posts
Local Listings | Profiles & Content
Data Warehouse | Data Studio
Reports | Report Config
Insights | Managing Insights
Reviews | General
Reports | Editing
Reports | Creating & Sharing
Reports | Report Config
Insights | Managing Insights
Reviews | General
Reviews | General
Reviews | General
Automation Jobs | URL & Page Checkers
Insights | URL & Page
Automation Jobs | URL & Page Checkers
KPI Forecasting | Settings & Status
Clients | General
Reports | Chart Cards
Social Posts | Managing Posts
Automation Jobs | Search Console
Insights | Other Insight Types
Automation Jobs | Search Console
Insights | Other Insight Types
Local Listings | General
Clients | General
Reports | Creating & Sharing
Integrations | General
Local Listings | Categories & Services
Local Listings | Categories & Services
Settings | Account & Billing
Reports | Creating & Sharing
Social Posts | General
Settings | FAQ
Settings | Account & Billing
Reports | Content Cards
Data Sources | Fields & Formulas
Reports | Report Config
Reports | Content Cards
Settings | Account & Billing
Data Sources | Fields & Formulas
Reviews | General
Settings | Account & Billing
Clients | General
Data Warehouse | Data Studio
Settings | Users
Settings | Users
Social Posts | General
Settings | Other
Local Listings | Performance & Activity
Settings | Comments & Notes
Integrations | Webhook — Other
Settings | FAQ
Three ways to reuse a report
They look alike in the reports list. What differs is whether the copy keeps following the original.
See all three side by side in Create a Report.
Templates let you save a report's layout and structure so you can reuse it for future reports. Instead of building everything from scratch each time, you just pick your template and adjust it for the new report. Jepto also comes with its own built-in templates you can start from right away.
A template is a starting point: once you create a report from it, the two are independent and later edits to the template never reach that report. If you need many client reports to stay in step with one definition, use a master report and linked reports instead.
Jepto provides a set of ready-made templates covering common report layouts. These are available to all users and can be found under the Template Gallery tab when creating a report.
Once you've built a report you're happy with, you can save it as a template to reuse later. Go to Reports, click the menu on the report you want to save, and select Save Report as Template. The saved template will then appear under the Saved Templates tab in the Templates page.
To view and manage all your saved templates, go to Reports in the left sidebar and click the Templates tab. From here you'll see two tabs:
When creating a new report, click the Templates tab and browse the available options across three tabs:
Select the template you want to use and click Create Report to apply it. From there you can adjust the content, metrics, and date range to suit your new report.
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Thanks a lot for your feedback! If you’d like a member of our support team to respond to you, please send a message here
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