Reporting Templates

Presentation templates

Reporting templates let you upload PowerPoint (.pptx) files so they can be reused when creating new chart decks. The system parses each slide, extracts colours and fonts into a theme, and generates thumbnails — all automatically.

Where to find templates

Navigate to Templates > Report from the main sidebar. This is an organisation-level page, so every template you upload is available to all projects within your org.

Uploading a template

1. Click Upload PPTX in the top-right corner.

2. Fill in the upload dialog:

Field	Description
Template Name	A friendly name (defaults to the file name if left blank).
PPTX File	Click the drop zone or browse for a .pptx file.

1. Click Upload & Process.

Processing happens asynchronously — the template card shows a spinner and a status message while the backend parses slides, extracts theme colours, and generates thumbnails. Once processing finishes, the card updates to show the first-slide thumbnail and a slide count.

If processing fails (e.g. a corrupted or password-protected file), the card displays an error state. You can delete it and try again with a different file.

Template cards

Each template appears as a card in a responsive grid. A card shows:

• A thumbnail of the first slide (or a slide-count indicator if no thumbnail is available).

• The template name and creation date.

• A delete button (appears on hover).

Click a card to open the Template Editor.

Template Viewer

Clicking a completed template opens a read-only interface where you can:

• Browse slides — a vertical slide list on the left lets you click through each slide in the template.

• Preview slides — the centre panel renders a full-size preview of the selected slide, showing element positions, shapes, charts, images, and text.

• Rename the template — click the template name in the top bar to edit it inline.

The editor also shows a Template badge and the total slide count.

Using templates when creating a deck

Templates appear in two places during deck creation:

1. "Template" mode in the creation wizard

In Step 4 — Choose How to Start, selecting Template opens a grid of all available templates. Pick one, then tell the AI how to use it:

• Use the design system only — apply the template's colours and fonts but generate fresh content.

• Import both slides and content — clone the template as-is.

You can also type a custom instruction.

2. "From Template" in the Add Slide menu

While editing an existing deck, click the + button in the slide filmstrip and choose From Template. This opens a two-step picker:

1. Choose a template — browse available templates (with thumbnails).

2. Choose a slide — view all slides in the selected template, then click one to import it into your deck.

Dashboard templates

A Dashboard Templates section is shown below Deck Templates on the Report templates page. This is marked as Coming Soon and will be available in a future update.