Creating Dashboard Templates in Stack

Dashboard templates are a fantastic way to replicate dashboards across different accounts, saving you time and effort. This guide walks you through creating a dashboard template and using it to set up new dashboards. Let's dive into how you can efficiently manage and reuse dashboards with ease.

Table of Contents

1. What Are Dashboard Templates?
2. Why Use Dashboard Templates?
3. How to Create Dashboard Templates
4. Creating a New Dashboard from a Template
5. Frequently Asked Questions

What Are Dashboard Templates?

Dashboard templates in Stack are reusable frameworks that allow you to replicate dashboards across multiple accounts. By saving an existing dashboard as a template, you maintain consistency across your accounts and reduce setup time. Templates help standardize reporting and ensure every account has access to essential metrics and visualizations.

Why Use Dashboard Templates?

Using dashboard templates addresses several common challenges:

• Time-Saving: No need to manually recreate dashboards for each account.
• Consistency: Ensures uniform data representation across accounts.
• Efficiency: Simplifies updates and modifications by centralizing dashboard templates.

How to Create Dashboard Templates

Here's how you can create a dashboard template in Stack:

1. Navigate to the Template Library
   Access the Template Library from your account's navigation menu.

2. Create a New Template
   Click on Create a Template to begin the process.

3. Select Source Sub-Account
   Choose the sub-account containing the dashboard you wish to replicate.

4. Choose Product Type
   From the dropdown menu, select Dashboards as the product type.

5. Select the Dashboard
   Pick the dashboard you want to turn into a template and click Continue.

6. Add Details
   Provide additional information such as:

   • A relevant category for organization.
   • Tags for easier searchability.
   • A description and cover image for identification.

7. Publish the Template
   After reviewing your settings, click Publish Template. Your new template will now appear in the Template List.

Quick Tip: To quickly upload a dashboard as a template, click the three dots next to the dashboard and select Upload as Template.

Creating a New Dashboard from a Template

To create a new dashboard using an existing template, follow these steps:

1. Navigate to the Dashboard Page
   Go to the Dashboard page in your account.

2. Add a Dashboard
   Click the blue dashboard icon with the dropdown and select Add Dashboard.

3. Select From Template Library
   Choose From Template Library from the options provided and click the Select tab at the bottom.

4. Choose the Template
   Browse the library, select the template you want to use, and click the Continue button at the top right corner.

5. You're All Set!
   Wait a moment for the template to be added to your dashboard. Once done, you can go to the edit option to customize the layout of the dashboard.

Frequently Asked Questions

This section will address common queries and provide additional insights into using dashboard templates effectively.

Feel free to explore and make the most out of your dashboard templates in Stack!