Create a Dashboard Section Template
From the Home page, select 'Templates' from the left sidebar, then head to the 'Sections' tab.
Next, click Create Template in the upper right corner to launch the template creation pop-up.
In the Template popup, choose a starting point for your dashboard section template. You can start fresh with a clean slate, use a premade template, or copy an existing section or template.
Next, give the new template a name to help identify it in the template table and when you apply it in the future. Click continue in the bottom left to move on to the design step.
The template editor works the same as the dashboard and report editors. Open the right toolbar, then drag and drop widgets to create your design.
The template editor autosaves your changes as you make them, as shown by the indicator in the upper right corner.
Edit a Dashboard Template
Navigate to the 'Sections' tab within 'Templates', and search for or scroll to the template you want to edit, click the template name to preview the template, then click Edit Template in the upper right to open the editor.
The editor will autosave your changes as you make them, shown by the indicator in the upper right corner.
Changes you make to a template will only apply to future uses. Existing sections based on the template will not reflect changes made.
Delete a Dashboard Template
From the Section Templates page, search for or scroll to the Template you wish to delete. Click the checkbox to the left of the Template name, then click the Delete button at the top.
In the pop-up, confirm that you want to permanently delete this template from your account. Once deleted, templates cannot be recovered.
Using Dashboard Templates
Dashboard section templates can be used when creating a fresh dashboard section.
From within a Client, click Edit My Dashboards in the upper right to open the editor, where you can create, edit, and manage Dashboards.
In the Dashboard Editor, click Add Section in the bottom left to open the section creation menu.
In the creation pop-up, choose Template as the starting point for the dashboard section.
Next, you can search for or scroll to the section template you'd like to use for this dashboard.
Click the circle to the left of the template to view a preview of the template on the right. When ready to proceed with the selected Template, click Continue in the bottom left.
Enter a name for the new dashboard section, then click continue in the bottom left.
After a few moments, the new dashboard will be created from your selected template, and you'll be taken back to the dashboard editor where you can make any required changes or additions.
❓ Dashboard Template FAQ
Can I use dashboard section templates in my reports, too?
Yes! Anything saved as a section template can be applied to a dashboard section or used as a report page.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄