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How to use a Catchr Looker Studio template

Learn how to use a Catchr Looker Studio template, connect your data, customize your dashboard, fix common issues, and build reports in minutes.

How to

Catchr Looker Studio templates are built to help you launch powerful dashboards in minutes. Instead of building everything manually, you plug your data into a structure designed around real marketing needs. Here’s how to go from the public template preview to your fully connected, fully editable report, smoothly and without confusion.

Catchr banner promoting free Looker Studio marketing templates with platform logos.

Step-by-step tutorial

1. Opening the template

Click “Get this template” to open the dashboard preview in Looker Studio.

GIF showing the Catchr YouTube Performance Looker Studio template page and the “Get this template” button.

Don’t worry if charts look empty or show errors, this happens before your data is connected. If you're curious about how Looker Studio handles sources, guides like create data sources or check your credentials settings explain it quickly.

2. Adding your data to the template

Click “Use my own data” to create your personal version of the template.

Right after that, Looker Studio will prompt you to select or create a data source that matches the Catchr connector used in the template (Google Ads, Meta Ads, TikTok Ads, GA4, etc.).

GIF showing a Looker Studio template preview with empty charts and “Data Set Configuration Error” before connecting data

Once you’ve added all necessary data sources, each linked to the correct Catchr connector, the template will refresh automatically and load your real data. You can then move on to the next step.

If you need to create a new data source, simply follow the usual setup steps: authorizing the connector, choosing the right account, and confirming access.

3. Choose your account

Select the account(s) you want, one or multiple, then click the "Add" button.

GIF showing the Looker Studio interface where the user opens the “Add data to report” panel and navigates to available data sources.

Once everything is mapped, the dashboard updates automatically with your real metrics. As soon as you finish linking everything, Looker Studio refreshes the report and loads your real data.

4. Finalizing the report

After all your data sources are connected, click “Edit and share”.

This confirms that the template now belongs to you and allows you to manage access settings if you're collaborating with others.

Then click “Edit” to enter editing mode and unlock full customization features.

GIF showing a Catchr YouTube connector in Looker Studio, where the user selects an account and clicks “Add.

After switching to Edit mode, take a moment to review the report’s structure. This is the best time to verify that all pages and sections match what you need before making deeper customizations. A quick overview helps you avoid reorganizing everything later.

5. Customize your report

Once in Edit mode, you have complete freedom to customize the dashboard.

You can rename it, manage who can view or edit it, and organize permissions, especially useful if you collaborate with teammates or clients.

  • adjust the visuals (colors, layout, fonts, logos)
  • reorganize the structure (pages, headers, navigation)
  • refine the data (metrics, filters, custom formulas)
GIF showing a connected YouTube Looker Studio dashboard with charts and metrics populated after adding data.

Everything you edit affects only your personal version, the public template remains untouched.

For deeper customizations, Looker Studio’s fields and calculated fields let you create your own KPIs and adapt the dashboard to your business needs.

Most users start with small changes and gradually refine the report as they get familiar with it. Since Catchr templates follow reporting best practices, you always work from a clean and reliable foundation.

6. Where to find your report later

Once saved, your customized version appears directly on your Looker Studio homepage, alongside your other reports. You can:

  • find it by name,
  • access it from the “Reports” section,
  • or bookmark it for quick access.

Even if you close your browser or switch devices, the report stays available in your Google account.

Looker Studio homepage showing recent reports and available templates.

Common issues and why they happen

If something looks incorrect in your report, start by reviewing your data sources under Resource → Manage added data sources. Most issues come from:

  • a missing or incorrect connection
  • selecting the wrong account
  • an empty date range
  • metrics that aren’t available for the selected campaigns

If you think you made a mistake during setup, you can simply restart the process from the beginning by clicking Get this template again and reconnecting your data sources.

If you still need help, you can reach our team directly through the chat bubble on our website, by email at, or by booking a session on  Catchr Demo. We’ll help you get everything running smoothly.

FAQ

How do I authenticate my data sources?

Click Authenticate when prompted and follow the authorization steps for each platform used in the template. Make sure all required accounts are properly connected so the dashboard can load your data.

What if I selected the wrong data source by mistake?

If you connected the wrong account or chose an incorrect data source, you can easily fix it in Looker Studio by using the options to change data sources or delete incorrect sources. Once corrected, reconnect the right Catchr source and refresh your report. You can also restart the setup from the beginning and choose the correct data source.

How to save my changes in a Looker Studio report?

Once you have click on Edit and share after adding your data source, your changes are automatically save.

Conclusion

A Catchr Looker Studio template isn’t just a shortcut, it’s a framework that gives you an immediate, reliable structure for analyzing your marketing performance. Once you understand the onboarding flow (preview, connect, edit), the entire setup becomes seamless. You can pick the layout that suits your needs from the Looker Studio templates library, test everything during the 14-day trial, and decide whether to subscribe to keep your data syncing automatically

In a few minutes, you move from a generic public template to a tailored dashboard powered by your own data, ready to share with your team and adapt as your reporting needs evolve. The real value comes afterward: you spend less time building reports and more time interpreting them, optimizing performance, and making better decisions.