Custom Templates
What is a Custom Template?
A Custom Template is a user-defined, customized blueprint of a Whatsdash Dashboard layout. It is essentially a saved configuration that includes specific arrangements of widgets, chosen metrics (KPIs), and potentially custom branding. Unlike Preset Template,this allows for:
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Brand Consistency: Maintaining your agency's or client's visual identity across all reports.
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Efficiency: Reusing complex layouts without needing to rebuild them from scratch every time.
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Personalization: Designing a dashboard around a unique set of metrics not covered by standard templates.
How to Create a Custom Template
You can create a custom template in Whatsdash in two primary ways: from an existing dashboard or from the template creation menu.
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Creating a Template from an Existing Dashboard
Whatsdash offers a seamless way to turn any existing, fully configured dashboard into a reusable template directly from your dashboard library.
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Go to the main Dashboard Page where thumbnails of all your created dashboards are displayed.
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Find the dashboard you wish to use as a template.Click on the three-dot menu ( … ) on the dashboard's thumbnail. A list of options will appear.
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Select the "Save As Template" option.The "Save As Template" dialog box will appear.
Enter a Name for your new template.
Add a Description for future reference.
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Click on "SAVE" button and your custom template is now created and saved.
Your new custom template is now ready to be viewed and reused whenever you create a new dashboard, and it will also be accessible in the main Custom Templates menu.
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Creating a Template from the main Custom Templates Menu
- Click the "Custom Templates" menu item in the navigation bar. A table listing all existing custom templates will be displayed.
- To create a Custom Template ,click the "Create Template" button in the top-right position of the screen.
- The list of your existing dashboards will appear. Select the dashboard whose structure you want to save as your new template and provide Template Name and Template Description
- Click the "Save" button.The template will be created instantly and will appear in the main table on the Custom Templates page.
How to Use a Custom Template
Once saved, your custom template is immediately available for use when starting a new dashboard.
Whatsdash offers two primary methods to access and deploy the custom templates for the dashboard:
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Method 1: Using the 'Create New Dashboard' Button
1.Navigate to the Dashboard Page and click the 'New Dashboard' button at the top right hand side of the screen.
2.The Create New Dashboard screen displays a list of pre-configured templates and custom templates specific to your connected integrations, alongside the Blank Periodic Dashboard or Blank Campaign Dashboard option for Periodic Dashboard or Campaign Dashboard respectively.
3.Choose the desired custom template from the list of your templates.
4.Name Your Dashboard.
5.Set Initial Preferences: Define the default Time Period (e.g.- Monthly).
6.Secure your Dashboard with password. (Optional)
7.Choose the desired data source from the specific integration.
The new Dashboard with the chosen template will be created.
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Method 2: Using the 'Custom Templates' Button
1.Find the 'Custom Templates' button located at the top of the Dashboard Page.
2.Clicking this button opens a dedicated template gallery where you can view detailed previews of each template individually.
3.In each template you get two options:
- View the template: Open the template as your new dashboard with a single click, instantly loading the structure.
- Manual Configuration: Choose to manually configure the template first by providing a custom name and selecting the specific data source(s) required before deployment.
Once you select or quick-deploy a template,your dashboard is now ready for use, with all initial metrics and widgets configured!