When you edit an account template, you can apply those changes to dashboards that were created using that template. This ensures consistency across all dashboards and reduces the time spent updating each one individually.
To edit a template and apply changes across dashboards:
- Go to the Reporting & analytics > dashboards > Account Templates page.
- Hover over the template you want to update and click Edit.
- Make the necessary changes to the template layout, visualizations, or settings.
- Click Update dashboards at the top right.
- Select the dashboards you want to update with the new template changes.
- Review the changes and click Select.
- Confirm by clicking Yes, update in the confirmation dialog.
FAQ
Can I apply template changes to any dashboard in my account?
No, changes can only be applied to dashboards that were originally created from the template.
Can I revert template changes after they're applied?
No, once changes are applied, they cannot be undone. If unintended changes occur, you will need to manually adjust the affected dashboard.
Will changes made to a public template affect existing dashboards?
No, changes made by the Databox team won't affect dashboards that were previously created from these templates.
Will changes made to dashboards affect the original account template?
No, any edits made to individual dashboards will only apply to those specific dashboards. To edit the original account template, you must edit it directly.
