Overview
What is the difference between a dashboard and a dashboard template?
A dashboard template can be used as a template - so when you create a new dashboard from a template, the same reports are linked
What is the difference between using a template and copying dashboards?
When you copy a dashboard, you also create copies of the reports from the original dashboard. When you create a new dashboard from a template, the reports are also brought into the new dashboard
How to use templates
Convert your dashboard to a template
Open the dashboard and click on the three dots in the top right corner
Click on the "Convert to template" option
Use your dashboard template to create a new dashboard
Open the template you want to use and click on the three dots in the top right corner
Click on the "Use this as template" option
A new dashboard is created using the same reports as the template
Identifying which dashboards are templates
If a dashboard has already been converted to a template, you will see the template icon next to the dashboard name.
Any templates you create will also appear at the top of the Dashboards page, alongside the three pre-built Chattermill templates that every user has access to. To find out more about the pre-built templates, click here.
FAQ's
What if I make a change to a template, will this change all of the dashboards previously created?
No, dashboards that have already been created will not change if you change the template
What if I make a change to a dashboard, will this change the original template?
No, any changes you make to that dashboard only affect that dashboard
What if I make a change to a chart that is linked to a template?
If a template is linked with that chart, any changes to that chart will appear on any dashboard or template that has that chart. Alternatively, you can create a new chart rather than saving changes to an existing chart and then link that chart to your choice of dashboards/templates
What if I make a change to a chart that is linked to a dashboard created from a template?
If multiple dashboards are linked with that chart, any changes to that chart will appear on any dashboard or template that has that chart. Alternatively, you can create a new chart rather than saving changes to an existing chart and then link that chart to your choice of dashboards/templates
How can I make a template a dashboard again?
This can only be done by contacting our support team
Can I use a template as a dashboard?
Yes, a template is just a dashboard that can be used as a template. It still acts the same as a dashboard
What happens to annotations?
Any annotations within a template are copied over to the new dashboard, but they are not linked so you can make changes to a text box on one dashboard without affecting any others