Dashboard as Template

This page provides steps to save a dashboard template using the Designer module.

The Save as Template option has been provided under the More Actions menu for each saved dashboard. By clicking this option it will create the selected dashboard as a Card in the Templates section.

Check out the given illustration on how to create and use the Dashboard Templates inside the Designer module.

Dashboard Templates

• Navigate to the saved Dashboards list using the Manage option.

• Select a Dashboard from the list.

• Click the More Actions icon for the selected dashboard.

• Click the Save as Template option from the More Actions context menu.

• The Save as Template dialog box opens.

• Provide the Template Name in the given space.

• Click the Save option.

• A notification message appears to inform the completion of the action.

• Click the Templates option provided under the Open option from the Designer homepage.

• The Dashboard Templates page opens listing all the available dashboard templates.

• The recently saved dashboard template gets listed under the Dashboard Templates page.

Please Note: The saved Dashboard template gets two icons to perform actions.

1. Open as dashboard
2. Preview Template

Open as Dashboard

When the users click on the Open as Dashboard icon, they will get all dragged charting components in the Designer canvas view without the inserted scripts and mapped data connection for that dashboard.

Preview Template

When the users select the Preview Template icon, they will get the preview mode of the selected dashboard. It allows the inserted functionality together with the mapped dataset for the preview.