Skip to main content
All CollectionsManage custom reports
Report templates library
Report templates library

Create a new report using templates

Chen Tur Shalom avatar
Written by Chen Tur Shalom
Updated over a week ago

Build powerful reports in seconds using a collection of pre-built templates tailored to various business needs.

Each template is designed with best practices in mind, ensuring that your reports will be insightful and clear, without you having to invest time in coming up with the right analyses.

Report Templates help you:

1. Save time

Starting a new report using a template rather than from scratch saves significant time. Templates help you plan what the report should consist of and simplify the process of building all the necessary widgets.

2. Leverage the best practices of other users

Each template is based on specific use cases that InfiniGrow users encounter in their day-to-day activities, such as Paid Acquisition, Demand Generation, or Account-Based Marketing (ABM).

3. Create custom, personalized reports quickly

While the templates provide a strong starting point, they are highly customizable. You can tailor each report to fit your unique data structure, ensuring your report meets your exact requirements.

How to Create a Report from a Template in InfiniGrow

Follow these steps to create your first report from a template:

Step 1: Navigate to the Reports Section

  1. Once logged in, you will be directed to the InfiniGrow dashboard.

  2. From the main navigation bar at the top, click on Reports.

Step 2: Create a new report

  1. In the upper right corner, click on the “new report” button.

Step 3: Select a Template

  1. Browse through the available templates. You will see templates for different use cases such as Content Analysis, Channel Drilldown, Closed Won Analysis, Demand Gen, Account-Based Marketing, Sales Report, and Paid Acquisition Report.

  2. Click on any of the available templates. For this example, we will select Channel Drilldown.

Step 4: Customize Your Report

  1. A configuration popup will appear, allowing you to tailor the report to your use case.

    1. Give your report a name in the top field.

    2. Select the values that best fit your use case – For example, to focus the report around Leads and activity from LinkedIn, select Leads as your KPI, and LinkedIn as your main channel.

Step 5: Generate the Report

  1. Once you have filled in all of the required fields, click Create at the bottom.

  2. Your report will be generated based on the selected template and customizations.

  3. Your report is ready! now you can view, edit, and save it.


  • Can I share reports with my team?

    Yes, you can share customized reports with other team members, allowing for collaboration and consistency across reports. Just share the report's link with anyone who's an InfiniGrow user.

  • How often are new templates added?

    We regularly update the library with new templates based on user feedback and emerging business needs.

Have an idea for a super useful template?

Reach out to us, and we’ll make it happen!

Did this answer your question?