Templates for Reports and Dashboards

shahul samad shared this idea 3 years 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.

Replies (1)


Hi Simon,

   Currently, I am exporting and importing the dashboard to make changes, which is slightly better than the way I used to do before.

   However, the new feature that your developers trying to implement will be the best option. Thanks for the follow up.



Shahul Hameed| BI Developer & QA Engineer | Summit Innovations Pty Ltd

61-63 Mills Road | Braeside VIC 3195 | P: 03 9798 2512 | F: 03 9798 5731 | M: 0417192447| E:shahul@summitaustralia.com.au | Sales or Service 1300 4 Summit (1300 478 664) |

Service and Support: support.summitqsr.com | www.summitaustralia.com.au


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From: Yellowfin Support <support@yellowfin.bi>

Sent: Wednesday, 7 July 2021 12:18 PM

To: Shahul Samad <shahul.samad@summitaustralia.com.au>

Subject: New Comment in "Templates for Reports and Dashboards"

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