How to create a custom report template

You’ve got several clients that need the same (or very similar) KPIs in their monthly report? Great! When you’ve found the integrations and types of widgets you need, there’s no need to create your new reports from scratch!

Having a custom report template available to you whenever you create a new report makes everything simpler! All you have to do is connect your new client’s different data sources, and your new report is created in an instant, with all the KPIs you need!

 

What is a custom report template?

 

A report template is basically a blueprint or frame of a report that you can use over and over again with different data but the same basic layout.

When you create a custom template from an existing report of yours, the template will conserve the same types, parameters, and positions of all your preset and custom widgets. It will also have the same types and positions of your static widgets, although the content of these static widgets won’t be carried over (which is normal, since static widgets are really your way of personalizing your reports to your specific audience).

 

How do you create a new custom report template?

 

There are three ways for you to create your report templates:
 

1. Create a custom template directly in your report

You’ve just created a report with all the widgets you need and the right layout? You’re going to want to reuse this template later? You can save it as a custom template immediately!

Just click on the top right-hand “Dashboard Options” menu, and select the “Save as Template” option.

You’ll see the following blade open:

 

save as template blade

 

Type in your new custom template’s name, and include a description of the template if you’d like.

When you’re done, your new custom template will be available the next time you create a new report!

You can also do the exact same thing in your dashboard manager as well, right in the dashboard’s menu (as seen below). The steps will be exactly the same in this case!

 

save as template dashboard manager

 

 

2. Create a custom template in the “Templates” section of your account

If you’ve already got an idea of the report that you want to make a template out of, no need to go fishing through your reports to find it.

Simply go into the left-hand side “Templates” section of your admin menu.

 

Admin menu templates

 

Click on “Create template”.

When the blade opens, type in your new custom template’s name, and include a description if you’d like.

You’ll then be able to search through your dashboard groups and your individual dashboards to find the right one that you want to make a template out of.

 

New custom templates

 

When you’re done, your new custom template will be available the next time you create a new report!

 

3. Create a custom template as you’re creating a new report

 

You’re creating a new report, and you just realized that you’d like to use a pre-existing report as a template for it? That’s fine!

In the third step of the new dashboard creation process, you’ll see this screen:

 

Custom report template creation

 

You can explore the “Template” drop-down menu to look through either your existing custom templates or DashThis’ preset templates, but if you don’t find what you’re looking for, click on “Create template”.

When the blade opens, type in your new custom template’s name, and include a description if you’d like.

You’ll then be able to search through your dashboard groups and your individual dashboards to find the right one that you want to make a template out of.

 

New custom templates

 

When you’re done, your new custom template will be available the next time you create a new report!

 

How do you use your custom templates?

 

When you want to create a new report using one of your custom templates, it’s simple. Just go through the same process as any other time you’re creating a new report.

When you get to the “Template” menu, you’ll find every custom template (as well as the standard DashThis templates) in the drop-down menu.

Click on the one that you want, and you’re done!

 

Important notes regarding custom templates:

 

  1. If you create a new dashboard with a custom template but don’t connect the same integrations as those that were in the template initially, widgets corresponding to the missing integrations won’t show up in your new dashboard.
  2. If you create a custom template based on an existing dashboard that is linked to a CSV file, widgets corresponding to CSV data won’t show up in your new custom template, nor in any new dashboard you create with that template.
  3. You can edit the name and description of a template, but you can’t modify or remove widgets once a template is saved. You can, however, modify or remove widgets in a report that you’ve created with a given template, without affecting the template. You can also delete a template whenever you’d like, which will not affect any reports that you created with the deleted template.
  4. Custom templates are only compatible with one type of report or dashboard. For example, if you’re creating a new periodic report, you can only choose a custom template created from a periodic report. The same goes for campaign dashboards and rolling dashboards.