Template System
Accelerate report creation with pre-built templates for common analysis types, or create custom templates for your recurring workflows.
Template System Overview#
Templates in PromptReports are reusable report structures that combine pre-configured layouts, prompts, data sources, and styling. They transform repetitive report creation into efficient, consistent workflows where you only need to provide the specific inputs for each instance.
Whether you're producing weekly competitive analyses, monthly trend reports, or quarterly strategic assessments, templates ensure consistency in format and quality while dramatically reducing production time from hours to minutes.
Template Benefits
- Consistency: Every report follows the same professional structure
- Speed: Generate reports in minutes instead of hours
- Quality: Embed best practices and institutional knowledge
- Scalability: Train team members quickly with standardized outputs
- Monetization: Sell templates or template-based reports in the marketplace
Template Types#
PromptReports supports several template categories:
Report Templates
Complete report structures with sections, prompts, and formatting ready for content generation.
Layout Templates
Visual structures and designs without content prompts, for custom analysis types.
Prompt Templates
Individual prompt patterns that can be used across different reports and workflows.
Brand Templates
Styling presets including colors, fonts, logos, and design elements for consistent branding.
| Template Category | Components Included | Best For |
|---|---|---|
| Full Report | Structure + Prompts + Styling + Data Sources | Complete recurring reports |
| Analysis Framework | Structure + Prompts (no styling) | Research methodologies |
| Visual Layout | Structure + Styling (no prompts) | Custom analyses with consistent look |
| Prompt Set | Collection of related prompts | Reusable analysis components |
| Brand Kit | Colors + Fonts + Logos + Styles | Multi-report brand consistency |
Using Templates#
Getting started with templates is straightforward:
Browse the Template Library
Select and Customize
Fill in Variables
Generate Content
Review and Refine
Save as New Template
Creating Templates#
Build custom templates to capture your unique methodologies:
From Scratch
Start with a blank canvas and build your template structure section by section.
From Existing Report
Convert any completed report into a template by extracting its structure and prompts.
Fork & Modify
Start with an existing template and customize it to create your own version.
AI-Assisted
Describe your report needs and let AI generate a template structure for you.
When creating templates, consider these structural elements:
| Element | Purpose | Configuration Options |
|---|---|---|
| Sections | Logical divisions of the report | Order, visibility, nesting |
| Prompts | AI instructions for content generation | Model, temperature, output format |
| Variables | Dynamic inputs that customize each report | Type, validation, defaults |
| Data Sources | Where to pull information from | APIs, uploads, trend scans |
| Charts | Visualization specifications | Type, data mapping, styling |
| Styling | Visual appearance settings | Theme, fonts, colors, layout |
Template Variables#
Variables are the customization points that make templates reusable. Define clear, well-documented variables that users fill in for each report instance.
{
"variables": [
{
"name": "company_name",
"type": "text",
"label": "Company Name",
"description": "The company to analyze",
"required": true
},
{
"name": "analysis_period",
"type": "select",
"label": "Analysis Period",
"options": ["Q1 2024", "Q2 2024", "Q3 2024", "Q4 2024"],
"default": "Q4 2024"
},
{
"name": "competitors",
"type": "array",
"label": "Competitor Companies",
"description": "List of competitors to include in analysis",
"minItems": 1,
"maxItems": 5
},
{
"name": "include_financials",
"type": "boolean",
"label": "Include Financial Analysis",
"default": true
}
]
}| Variable Type | Input Control | Use Case |
|---|---|---|
| Text | Single-line text input | Names, short descriptions |
| Textarea | Multi-line text input | Long-form context, descriptions |
| Number | Numeric input with validation | Counts, percentages, thresholds |
| Select | Dropdown selection | Predefined options, categories |
| Multi-select | Multiple choice selection | Tags, multiple categories |
| Date | Date picker | Time periods, deadlines |
| Boolean | Checkbox/toggle | Feature toggles, inclusions |
| Array | List of items | Competitors, products, keywords |
| File | File upload | Data files, reference documents |
Template Library#
PromptReports includes an extensive library of professionally designed templates:
Trend Reports
Industry trend analysis, emerging technology scans, market shift reports.
Competitive Analysis
Competitor profiles, SWOT analysis, market positioning assessments.
Market Research
Market sizing, customer segmentation, demand analysis.
Business Strategy
Strategic recommendations, opportunity assessments, risk analysis.
Product Intelligence
Product comparisons, feature analysis, pricing studies.
Executive Briefings
Board reports, investor updates, leadership summaries.
Template Updates
Sharing & Marketplace#
Share your templates with your team or monetize them in the marketplace:
Private Templates
Keep templates private to your account for personal use only.
Team Templates
Share templates within your organization for team-wide access.
Public Templates
Publish templates for free to build reputation and help the community.
Marketplace Templates
Sell premium templates and earn revenue from your expertise.
For marketplace templates, you can set:
- Pricing: One-time purchase or subscription access
- Preview level: How much to show before purchase
- License terms: Usage rights and restrictions
- Support: What assistance you'll provide to buyers
- Updates: Whether buyers receive future improvements
Best Practices#
Create more effective templates with these guidelines: