Create a dashboard tab template

To reuse a dashboard tab design, create a template from that tab.

Before you begin

Create a dashboard with a tab populated with canvases.

Role required: sn_kpi_composer.user (own project), sn_kpi_composer.admin (any project), admin. No role required for responsible user or user with edit access from project sharing.

Prerequisites

Add a dashboard

Add tabs and rows to a dashboard

Add canvases to a dashboard tab

Procedure

1. Open the menu on the dashboard tab and select Save as Template.
   
2. Give the template a meaningful title and description.
3. Select Save.

Result

You have a personal template that you can use to create new tabs on dashboards. You cannot edit this template.

What to do next

For this template to be available to other users, ask a KPI Composer admin to set the Template global value to true in KPI Composer > Dashboard tab templates.

Previous topic: Add canvases to a dashboard tab

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