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Create a dashboard template
Create a dashboard template

Create and configure dashboard templates via the Template section.

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

How to create a Dashboard Section Template

Navigate to the "Template" section, using the left side menu on the Home page.

Once there, click on the Sections tab.

Then, click "Create Template" at the top right.

Next, select the source that your template will start from. You can choose to start from a blank section, clone an existing section template, or clone a section from one of your existing custom dashboard sections.

If you choose "Start from a template" or "Clone an existing section", you'll be prompted to select the exact dashboard section to use. Once you've made a selection, click "Continue".

Next, give your new dashboard section template a name and click "Continue".

Use the "Add Widgets" screen on the right to start creating and configuring the template in the same way that you would add/remove or customize widgets in a standalone dashboard section or report.

Widgets will be populated with sample data in the template editor. Save in the upper right corner of the page.


Mobile dashboard templates

To configure a mobile-friendly version of your dashboard template, select "Mobile" from the drop-down menu in the top right.

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