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Templates

Create and manage reusable report templates

Templates are reusable report frameworks that save time and ensure consistency. Create templates for common research types, share them with your team, or sell them on the marketplace to monetize your expertise.

Types of Templates

Report Templates

Pre-structured frameworks for generating research reports

Common uses:

  • Market analysis
  • Competitive intelligence
  • Financial research

Research Frameworks

Comprehensive methodologies for conducting specific research types

Common uses:

  • SWOT analysis
  • Porter's Five Forces
  • Customer research

Industry-Specific

Templates tailored to specific industries and use cases

Common uses:

  • Healthcare
  • Technology
  • Financial services

What You Can Do

Create Templates

Build new templates from scratch or from existing reports

Edit Templates

Modify and improve your existing templates

Use Templates

Generate reports using your templates or purchased ones

Sell Templates

List your templates on the marketplace and earn revenue

Creating a Template

1

Start from Report Builder

Use the Report Builder to create a report structure you want to templatize.

2

Define Sections

Organize your template into logical sections with clear headers.

3

Add Prompt Variables

Insert variables that users can customize when using the template.

4

Write Instructions

Add guidance for users on how to best use the template.

5

Set Metadata

Add title, description, category, and pricing information.

6

Submit for Review

Submit your template for admin approval before it goes live.

Selling Templates

Set Your Price: Choose your own price point based on value and complexity.

Earn Revenue: Receive up to 80% of each sale as the template creator.

Track Performance: View analytics on views, sales, and revenue in your dashboard.

Build Reputation: Get ratings and reviews that increase your visibility.

Templates in Your Profile

Access your templates from Profile → Templates. You'll find:

Created Templates

Templates you've built and published. Edit, update pricing, or view performance analytics.

Purchased Templates

Templates you've bought from the marketplace. Use them to generate reports anytime.

Tips for Great Templates

Clear Structure

Organize sections logically. Users should easily understand the flow from introduction to conclusion.

Helpful Variables

Use clear variable names and provide guidance on what users should input for each variable.

Include Examples

Show sample outputs so buyers know exactly what they'll get when using your template.