# 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

<figure><img src="/files/3fXd1MhUZiA4cJDnRtWN" alt=""><figcaption></figcaption></figure>

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.          |

3. 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.

{% hint style="warning" %}
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.
{% endhint %}

### Template cards

<figure><img src="/files/T5Uvr1EC3CY4VeUJOfc7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/HpYsEcNoi9ZwqAdq8xbA" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/0FJ2EKzke98EHWkUm526" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/34wXrQAADfQGFGI8b7Zs" alt=""><figcaption></figcaption></figure>

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.


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