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Linked Data Sheet Templates

Connect Pre-Built Data Sheets to Reports and Dashboards Instantly

In this article:

Overview

 

Some Reach Reporting dashboard and report templates include a built-in Data Sheet connection. These templates are designed so that the Data Sheet and the report or dashboard work together. The metrics and visualizations in the template are already set up to pull from the corresponding Data Sheet.

You can identify these templates by the data sheet icon displayed on the template card.

Adding a Linked Template

When you add a linked template to a company, a pop-up will appear letting you know that the Data Sheet associated with the template has been copied to your Data Sheets. 

You can view it by clicking Sheets from the left navigation.

Once you open the Data Sheet, you will see how it is structured to work with the dashboard or report. Before using the template, you will want to:

  1. Verify account mapping. Reach Reporting will auto-map any accounts it can identify. If you see a warning icon next to a row, that row is unmapped and will need to be assigned manually. To map a row, select the gear icon next to it, set the Row Type to Data, then click Select Data to assign the corresponding account.
  2. Edit blue-highlighted rows if you need to customize any input data, either by mapping the rows or manually entering values.
  3. Save and close the Data Sheet.

This same workflow applies to both dashboard templates and report templates.

Tip: Take time to review the Data Sheet structure before entering data. Understanding how the rows are set up will help you map accounts correctly and get accurate results in your reports and dashboards.

Saving Your Own Linked Templates

You are not limited to Reach's built-in linked templates and can save your own instead. This is a powerful way to standardize reporting across multiple clients while allowing each company's Data Sheet to be customized with its own data.

To create a custom linked template:

  1. Build a report or dashboard that pulls data from exactly one Data Sheet.
  2. Save it as a template as you normally would.
  3. When you add that template to another company, the same popup will appear, and the Data Sheet will automatically be copied to the new company.

This makes it easy to standardize reporting across multiple clients while still allowing each company's Data Sheet to be customized with its own data.

Note: The linked template stays available across the workspace only as long as the original report or dashboard remains connected to its original company. If that company or the template is deleted, you’ll need to create a new linked data sheet template from a report or dashboard in another company.

Note: The template must reference data from exactly one Data Sheet to trigger the linked template behavior. If a report or dashboard pulls from multiple Data Sheets, it will not qualify as a linked template.


Keeping Data Sheet Data Current

Once a linked Data Sheet is set up, it is important to keep the data up to date so your reports and dashboards reflect accurate information. See the Keeping Data Sheets Current section of the Using Sheets Data in Dashboards and Reports for more information.

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