How to Create Dashboard Templates

Modified on: Tue, 5 Nov, 2024 at 2:56 PM

Templates allow you to save time by reusing dashboards across different sub-accounts. Follow the steps below to create a template from an existing dashboard.

TABLE OF CONTENTS

Step-by-Step Guide to Creating a Template
How to Create a New Dashboard Using Templates

Step-by-Step Guide to Creating a Template

Step 1: Switch to Agency View:

First, make sure you are in the Agency view.

Step 2: Navigate to Template Library:

In the agency view, go to the Template Library section.

Step 3: Create a New Template:

Click on Create a Template to start the process.

Step 4: Select Source Sub-Account:

Choose the Sub Account where the source dashboard is located.

Step 5: Choose Product Type:

In the product dropdown, select Dashboards.

Step 6: Select the Dashboard:

Click the dashboard you want to turn into a template and click Continue.

Step 7: Add Details:

Select the appropriate category, and add tags, a description, and a thumbnail image for your template.

Step 8: Publish the Template:

After reviewing your changes, click on Publish Template. The new template will now appear in your Template List.

Quick Upload Option: You can quickly upload a dashboard as a template by clicking on the three dots next to the dashboard, and selecting Upload as Template.

How to Create a New Dashboard Using Templates

Step 1: Navigate to the Dashboard Page:

Go to the dashboard page.

Step 2: Click on Add Dashboard:

Click the blue dashboard icon and choose Add Dashboard.

Step 3: Select From Template Library:

In the options, select From Template Library.

Step 4: Choose the Template:

Browse the template library, select the template you want, and click Continue.

Step 5: Save the Dashboard:

After making any necessary adjustments, click Save to finalize your new dashboard.