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Use a template

Learn how to leverage Databoard or report templates in your Databox account to quickly create new assets using existing layouts and structures.

Availability

profile  Users, Editors, and Admins

box  All accounts

lock  One or more features exclusive to select select subscription plans


Templates help you save time by reusing proven Databoard and Report layouts. Instead of starting from scratch, you can use a template, select data sources, and customize it to your needs. This makes reporting more efficient and consistent across your team.

Use a template

You can use both public templates (available to all Databox users) and lock account templates (created and visible only within your account).

For Databoards

To use a Databoard template:

  1. Go to the Databoards page.
  2. Click the down arrow (arrow-down) next to the + New Databoard button.
  3. Choose either Use Account Template or Use Public Template.
  4. Hover over the template you want to use and click Use Template.
  5. Select the necessary data sources and customize the Databoard as needed.

For reports

To use a report template:

  1. Go to Reports > Account Templates or Reports > Public Templates.
  2. Hover over the template you want to use and click Use Template.
  3. Customize the report by editing content and adjusting visualizations as needed.

Frequently Asked Questions

Can I customize a template after using it?

Yes. Once you use a template, it becomes a separate Databoard or Report that you can freely edit.

Why can’t I find a public template I saw earlier?

Public templates may be removed, replaced, or updated by Databox to ensure they align with best practices, reflect current integrations and metrics, or provide more relevant content. If a specific template is no longer available, it may have been retired or merged with another template.

Still need help?

Visit our community, send us an email, or start a chat in Databox.