Templates for Reports and Dashboards

shahul samad shared this idea 9 days ago
Idea Logged


I would like to raise an idea to create templates based on Reports and Dashboards.

For example, if I have Dashboard with 6 reports and I want to change the column name of the reports based on different clients we have. Currently, I can make a copy of the Reports and Dashboards, where I would then need to replace the modified Report onto Dashboard. Instead, I would prefer just to make changes to a templated Report and where it should reflect on the Dashboard.

Comments (1)


Hi Shahul,

Thanks for reaching out with your suggestion. I've logged this as an Idea for an Enhancement Request. Before becoming a request, ideas will be reviewed by our Product Team and chosen for Enhancements based on feasibility, level of positive impact to the user experience, and votes from the community.

This post will be updated with any future information relevant to this process.