Marketing analytics & reporting

How to Use the Whatagraph Template Library

Building a report from scratch could be quite a challenge for someone not familiar with data reporting. To ease the labor-intensive data visualization process, Whatagraph offers a giant template library, which marketers can use to craft a visual, easy-to-understand report within minutes. Curious to learn more?

Whatagraph marketing reporting tool
Indrė Jankutė-Carmaciu

Aug 23 2021 7 min read

How to Use the Whatagraph Template Library

Table of Contents

    Building reports from scratch can be fun. We know because we’ve made it our mission to making marketing analytics accessible and an enjoyable experience to boot. Yet we are also painfully aware of time constraints every marketing professional has. More than that, it takes practice and experience to learn the most important metrics and the best practices of presenting them. 

    That’s where our template library can help! 

    Building from a template

    Think of it this way: a template is a building foundation made of blocks - i.e. channels - that you can use to further expand your analytics. You can go granular and in-depth or showcase a big-picture view. There’s a template for everything. 

    We currently have 49 channels available for you to connect directly into Whatagraph. Plus, you can import custom data, which is a channel of its own. This number of channels is constantly growing, and by the time you’re done reading this, there might be a new one or two. 

    Our template library allows you to scroll freely or navigate your options by integration type or report type. Alternatively, you can simply search by the name of the channel or by report type.

    Choose by integration

    You can choose your channels by type: 

    • Paid advertising - Google Ads, Amazon Advertising and all the biggest social media platforms have paid advertising options. These channels are all here, ready to be connected directly to your reports. 
    • Social media - your account traffic, interactions, impressions, likes, reactions, etc. - everything you need to know about your social media performance. We have all the biggest hitters here: Facebook, Twitter, Instagram, Snapchat, TikTok, even Pinterest.
    • Analytics - Google Analytics - and now Google Analytics 4 - makes one of the most comprehensive reports available on Whatagraph. Everything from website traffic to e-commerce performance, ad campaign profitability and more metrics are available in these reports. 
    • E-commerce - we’re currently focusing on establishing more and more e-commerce channels. Our templates are now made for Woocomerce, Shopify, Klavyio and Bigcommerce. In these reports, you’ll be able to see your online sales performance from many different angles. 
    • Search - optimizing for search engines is one of the cornerstones of digital marketing. Comprehensive reports on the health of your search engine optimization are vital in making informed decisions. Direct connections to the Google Suite, Ahrefs, Semrush and other platforms will paint a complete picture of your search optimization. 
    • SEO - these reports allow you to inspect how your sites are performing and where the performance can be improved. As with search, Ahrefs, Semrush and Google Search Console are indispensable channels for these reports. 
    • Email marketing - all the biggest emailing platforms are here: ActiveCampaign, Mailchimp, Hubspot, Klaviyo and more. Track the success rates of your email campaigns and analyze possible improvements. 

    There are more channels, but these are the biggest and the most popular by usage. Interested in trying them out? The 7-day free trial will let you do just that!

    Choosing by report type

    Most report templates take the last month of the channel activity by default and display those results. However, there are different types of reports that play different roles and can be used in various ways. 

    • Monthly report - the template is devised from Google Analytics 4, Facebook Ads and Google Search Console channels. It gives a quick overview of the monthly performance of the most prominent digital marketing channels. Using it as a building block, you can add other social media channels, email marketing data or other essential statistics. 
    • Annual report - an extensive report, also built from Google Analytics 4, Facebook Ads and Google Search Console channels. It’s an excellent template to introduce the big picture results of all your digital marketing strategy. 
    • Social media report - five heavy-hitters are displayed in this template: Facebook Page, Instagram Business, LinkedIn, Twitter and Snapchat. An awesome way to gain insight into the health of your client’s social media and display your campaigns’ results. 
    • E-commerce report - taken directly from Google Analytics, this template shows how all digital marketing efforts translate into e-shop sales. 
    • Consolidated PPC overview - for specialists working with paid advertising, reporting on budget spend and conversion goals. This template consists of Facebook Ads, Linkedin Ads and Bing Ads. Supplemented by Google Ads campaign performance report, these two templates will leave no client questions unanswered. 

    These are the Top 5 report types that showcase the most important digital marketing data. Each channel has its own report and dashboard templates, so you can use them to step your analytics game up. 

    Final notes

    Our template library is here to do the hard work for you. All you will need to do is connect your channels, see how numbers look, and maybe add some finishing touches. 

    Best part? You can try all 86 templates now for free. You can connect your channels safely, choose one or more templates as we’ve introduced them and review your performance. Don’t believe it’s that simple? We can also show you! So have a go at it! 

    Published on Aug 23 2021

    Whatagraph marketing reporting tool


    Indrė Jankutė-Carmaciu

    Indrė is a copywriter at Whatagraph with extensive experience in search engine optimization and public relations. She holds a degree in International Relations, while her professional background includes different marketing and advertising niches. She manages to merge marketing strategy and public speaking while educating readers on how to automate their businesses.