The Dashboard catalogs allow you to save your widgets, formulas, indicators or your dashboard templates, in order to be able to reuse them in other companies of your portfolio or other sections or widgets of the current company.
see see articles : "Formulas" and "Create an indicator"
You can also access the public collection, set up by the administrators of Dashboard, in order to retrieve dashboard templates, widgets or formulas and apply them to your companies.
Create a template to catalog
When you save an item in your catalog, you have the possibility to add a tag (keyword), allowing you to classify and better identify the items by type (example: by sector, by market, franchise, by type of data…) |
Create a widget template
From the Dashboard, enter in edit mode by clicking on the “Edit” button
,
Click on the 3 dots located at the top of right of the widget
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Click on “Save to collection“,
Indicate the name of the widget template, its description and tags,
Click on "Publish" to validate.
Create a Dashboard template
A Dashboard template can be added whenever it can be applied to other companies. It means, this template doesn't contain items specific to a particular compagnie as Analytics or widget based on a very specific account.
Adding the template will save all the sections and widgets contained, including indicators, forecasts and formulas associated with the template.
From the Dashboard, click on the 3 dots located at the top right,
Click on “Save in the collection“,
Fill the title of your template, the description and an icon,
From this page, a Dashboard preview can be integrated (screenshots)
Click on "Save" to validate.
Use a template from catalog
Reminder: Items added to your catalog can be used across all of your companies. |
Use a widget template
To use an item from your catalog into your dashboard, you must:
Go to the menu "Configuration"
Select the type of element to integrate (widget, full dashboard, formulas, etc.) under the Catalog menu, then indicate where you want to integrate it.
Confirm the addition of the element.
Use a Dashboard template
From "Settings", click on "Dashboard",
Select the template that corresponds to the company's activity.