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Dashboard Template

Subscription access level

This section describes all operations that a Subscription access level user can perform with Dashboard Templates

What is a Dashboard Template in Facts?​

The Dashboard Template feature in Facts is a tool that allows users to create reusable layouts for dashboards, enabling faster and more consistent dashboard creation. Instead of configuring each dashboard from scratch, users can define a template that includes multiple pages and preconfigured widgets, ensuring a unified appearance across different dashboards. These templates can be used at the subscription level, providing organization-wide access to a standardized dashboard structure. Once a template is created, it can be selected when creating new dashboards, automatically applying the visual appearance and settings from the template to the new dashboard.

What Can You Do in the Dashboard Template Feature?​

  • Create reusable templates: Define dashboard templates with multiple pages and preconfigured widgets to ensure a consistent look and feel across your dashboards.
  • Visual design and customization: Use the visual editor to arrange widgets and design the layout for your dashboard template. You can customize the appearance and settings for each widget within the template.
  • Add multiple pages: You can add several pages to your dashboard template, each containing different widgets to display a variety of data sets.
  • Hide/display widgets: Customize dashboards further by hiding or displaying widgets that are inherited from the template as needed.
  • Template inheritance: Dashboards created from a template will inherit all visual appearances and settings from the template, ensuring standardization.

Procedure to Create a Dashboard Template​

Create a Dashboard Template​

  1. Navigate to the Dashboard Templates section.
  2. Click on Create Template to create a new template.
  3. Provide a Name and Description for the template in the respective field.
  4. Add a new page by clicking “Create Page” and provide a name for the page.
  5. Click the pencil icon to enter the visual editor for customizing the dashboard template layout.
  6. Click the square icon to add widgets to the template. Select and configure the widgets as needed.
note

Learn more about Dashboards and Widgets.

  1. Organize the widgets on the page by dragging and dropping them into the desired layout.
  2. Once the widgets and pages are configured, click Save to finalize the dashboard template.

Use a Dashboard Template​

  1. Navigate to the Dashboards section.
  2. Click Create Dashboard.
  3. Choose the Template option and click Next.
  4. Select the template you previously created and click Next.
  5. Provide a name for the new dashboard and click Create.
  6. The dashboard will now inherit all settings and visual appearances from the template. You can edit the widgets if needed.

By following these steps, you can create and use dashboard templates in Facts, streamlining the dashboard creation process and ensuring a consistent appearance across your organization’s dashboards.

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