# Create a template

Creating templates helps you standardize reporting across your team and streamline your workflows. By saving frequently used dashboards or reports as templates, you can quickly reuse layouts, visualizations, and data setups without starting from scratch each time.

## Create a template

You can only create **account templates**. Public templates are typically created by Databox to ensure best practices and broad usability.

To create an account template:

1. Go to the [Dashboards](https://app.databox.com/databoards) or [Reports](https://app.databox.com/reports) page.
2. Choose one of the following:
  - Hover over a dashboard or report, then click **More** (![ellipsis](/assets/ellipsis.14d1f073796737618cda317e9f526ea5d9aab1a0c66a7e5c5bcaa9c067c85fd0.419bb737.svg)) and select **Save as Template**.
  - Open a dashboard or report in edit mode, then click **More** (![ellipsis](/assets/ellipsis.14d1f073796737618cda317e9f526ea5d9aab1a0c66a7e5c5bcaa9c067c85fd0.419bb737.svg)) and select **Save as Template**.
3. Enter a name for your template.
4. For dashboard templates, you can also manage who has access by setting visibility permissions.
5. Click **Save**.
6. Alternatively, you can create a template from the relevant **Account Templates** page by clicking **+ New Template** at the top right and selecting an existing dashboard or report to save as a template.


You can also save a dashboard Loop as a template by following the same steps from the [Looped Dashboards](https://app.databox.com/databoards/loops) page.

No. Templates only include the structure — such as integrations, metric settings, filters, layout, and visualizations. They do not include specific data. When the template is used, data is automatically populated based on the data source or dataset selected at that time.

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