Creating a New Dashboard from a Published Template

You must have appropriate permissions to perform this task. For more information, see your system administrator.

To create a Dashboard from a Template:

  1. Click the lock icon above the numbered list to unlock the Dashboard page.
  2. Click Manage Dashboards.
  3. Click new dashboard.
  4. To select from a list of published dashboards available for your group, click Manage Templates.
  5. Select the template you want to use as the basis for your dashboard.
  6. Optional: Modify the widgets.
  7. Optional: Modify the layout.
  8. Save the dashboard.

You can make changes to the dashboard with no impact on the published template. When a template is updated or republished, you are prompted to choose whether you want to save your changes as a new (separate) dashboard or to override your changes with the updated template.

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