Documentation

Create a template

Now that you have created a very intricate report for your client, we offer templates so you have a head start on creating reports for your other clients as well, including carrying over the widgets, tabs, and filters to reports created from this template.

How can I create one?

The templates tab itself is identical to Reports, excepting the red button at the top right corner - it says “Generate template” instead of “Generate a report”.

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When you press generate template button a template creation dialog appears, which is similar to report creation one.

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In this window, you must enter the name of the template and access type. By pressing the create template button, you immediately create a template and go to its page.

The template interface is almost completely analogous to the report interface, but it doesn’t load actual data or provide sharing: you can not share your template by private link, sheldue e-mails or create a PDF-file with your template In addition, you can not visualize template in third-party visualization tools (e.g. Tableau, Looker, etc.), because template only forms the structure of the future reports.

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All other report options are available:

  • Just like with a regular report, you can use the config metrics menu and map metrics (exept dynamic ones).
  • Just like with a regular report, you can create new tabs or clone already created one.
  • Just like with a regular report, you can create widgets (you will learn more about widgets at the next chapter).
  • You can add and edit Datasources (but without data).
  • You can add and edit widgets and see how it will visualise data by using the “sample” datasource generated to form a template and issuing a sinusoid for all the basic metrics.
  • Modifying templates should only affect new reports without changing already existing ones.

How to use a template?

In the report creation dialog (or the template creation one, as far as they are similar) you can select a template needed with the corresponding option.

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Press left mouse button on the Templates line in that dialog and choose a template from the list expanded.

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The report or template created in this way will use the same widgets, rules and settings, it will not be customized again from scratch each time.