In many cases, users may want to extract raw data formatted a certain way to satisfy broader reporting objectives (set by an advertiser, external agency or other stakeholders). Export Templates provide a way to package up and standardise the layout of campaign data to better match these requirements and scale up.
While our legacy export pulls all available campaign data into a single file, Export Templates give you total control. You choose exactly which data points matter to you, shaping the final spreadsheet before you even hit download.
Why Use Export Templates?
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Save Time: Eliminate the need to manually delete, filter, or re-model raw data after exporting.
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Tailored Insights: Export only the specific metrics and dimensions your team or clients care about.
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Cleaner Collaboration: Deliver presentation-ready spreadsheets directly to stakeholders.
Best Practices:
💡 Tip 1: Do a Quick Audit First: Before building, open your current Story Report to see which widgets you use most, or download a Legacy Export. Note which dimensions and metrics are essential vs. which ones are just noise.
💡Tip 2: One Widget Per Source: Each Template is composed of a series of (up to 10) Widgets and each widget represents a data source/report type. If your sponsored content campaign extends across 3 report types - Pressboard Analytics, Google Ad Manager, Instagram Post - you may need three widgets, one for each.
How to Structure Your Templates:
How you build a template depends entirely on how you present and share your data. Here are a few popular ways to organize them:
| Structure Type | Example Template Name | Best Used For |
| By Client |
|
Standardising reports for specific accounts. |
| By Timeframe | Weekly Performance Export |
Quick, recurring internal status updates. |
| By Data Source | Pressboard Analytics Export |
Isolating specific data source performance. |
| By Content Type | Social Media Export Template |
Focusing purely on social metrics across various social integrations. |
Steps to create Export Templates:
- Navigate to Export Templates in main menu
- Select "New Export" to start workflow
- Complete Name and/or Description fields
- Notice that the Widgets repository reflects any already saved widgets saved in Widgets & Dashboards or Report Components
- Proceed to either add Widget/s from the repository or create a new Widget
- Save your template after at least one widget is added
Nuances to note:
The only chart type you can apply in the widget builder is Table
Those Widgets created in Export Templates workflow can be reviewed in the Widgets workflow by selecting "Export Widgets" the dropdown.
Legacy & Custom Exports
Notice there are two options for exporting raw data, selectable from the Campaign menu (in Campaigns UI).
Legacy Exports are pre-formatted sheets, allowing users to export the rawest form of campaign lifetime data, structured by preset dimensions and metrics and organised into tabs, one for each report type. Each sheet includes additional dimensions including OrgID, CampaignId StoryId, StoryName etc. all pertaining to Pressboard. Users are able to pivot and restructure the data as needed.
Custom Exports are an alternative to Legacy Exports, allowing users to select purposely designed Export Templates (see above) for their selected Campaign/Stories.
After selecting this option, Stories in the Campaign and Templates will auto populate. The "New Template" option initiates the creation workflow.
