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Using a template in a report

Attaches a published PowerPoint template to a report, so every run produces a filled-in .pptx presentation on the email.

Steps

Section titled “Steps”
  1. In the report editor, open the Attachments tab and select PowerPoint.
  2. Pick the template from the PowerPoint template dropdown. (No template yet? Use New template to create one already bound to this report’s app - see creating a template.)
  3. Optionally turn on Also produce a PDF copy to get both formats from the same run.
  4. Use Edit in PowerPoint to open the template and adjust its design, or Download to get a copy of the current published version - both without leaving the report editor.

Unlike an Excel attachment, a PowerPoint attachment is template-only - there’s no raw-data or single-object mode. The presentation always comes from a template you designed.

Worked example

Section titled “Worked example”

A sales team’s monthly report should go out as a polished deck. In the report’s Attachments tab they add a PowerPoint attachment, pick Monthly sales deck from the dropdown, and turn on Also produce a PDF copy. From then on, every scheduled run fills the deck with the run’s live data and attaches both the .pptx and its PDF to the email.