Creating a custom template

Create custom templates to use to quickly create new dashboards.

About this task

You can create templates that have color palettes and styles that match your company branding and standards. Complete the following steps to create a custom template.


  1. Open a dashboard or create a new dashboard.
  2. Click the down arrow beside the Save icon Down arrow used to open the save as menu.
  3. Select Save as a template.
  4. Type a name for the custom template.
  5. Select a folder location to save the template, and click Save.