Client Templates
Client templates let your team save a standard report and dashboard format so you don't have to rebuild it for every new client. Once you've set up a template, you can reuse it to create new clients with the same dashboard sections and reports already in place.
Create a Client Template
You can create a new Client template from the Clients page. This is useful if your team uses the same report and dashboard formats across clients.
Step 1: From the left sidebar, click Templates.
Step 2: On the Templates page, click Clients and then Create Template to launch the creation wizard.
Step 3: Click Create a Blank Client Template to start from scratch, or click Start from a Template to use an existing Client template as your base. Click Continue.
Step 4: Select the Client(s) you want it used for and click Continue.
Step 5: Name the new Client template, then click Continue in the lower left corner to create the template.
After a few seconds, you'll be redirected to the new Client template, ready to fill with your dashboard sections and reports.
Add Dashboard Sections and Reports to a Client Template
Once a Client template is created, you can add the dashboard sections and reports you want every client built from this template to include.
From within a Client template, click Create Dashboard Section, or click Reports, then click Create Report. Any dashboard sections or reports you add to the Client template will be generated automatically when the template is used to create a new client.
The report or dashboard section will display demo data until the template is applied to a client that has data sources connected.
You can exit the template and save your progress at any time by clicking Exit Edit Mode.
Edit a Client Template
You can edit an existing Client template to add, remove, or update its reports and dashboard sections at any time.
Click Templates on the left side menu then click the name of the Client template you want to edit.
The template opens in Edit mode, where you can add or remove reports and dashboard sections, or edit the reports and dashboards you've already added.
Changing a Client template will not alter Clients already created from this template; any edits will only apply to future Clients created from the template going forward.
Delete a Client Template
Deleting a Client template is permanent, and deleted templates cannot be restored.
Step 1: Click Templates on the left side menu and then click the Clients tab.
Step 2: Click the checkbox next to the template you want to delete.
Step 3: Click the Delete button that appears at the top left of the templates table to launch the confirmation pop-up.
Step 4: In the pop-up, review the Client templates that will be deleted, then click Delete to remove them from your account permanently.
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