Account dashboard templates make it easy to automate reporting across client accounts. Create, edit, and organize custom templates—all in Databox.
Replicating dashboards manually across client accounts is super time-consuming for your team. Using account templates is a great way to improve and automate this process. With account templates, you can:
Account templates are an easy way to standardize and automate client reporting. There’s a few ways you can create these templates. Before you get started, create the dashboard you want to save as a template. If you need help creating a dashboard, read this guide.
From the dashboard: You can convert any of your existing dashboards into an account template. Go to the dashboard you want to save as a template. Scroll over the dashboard and click on the …More button. Then, click Save as template. From here, you’ll be prompted to a new screen to name the template and set user permissions.
You can also save a dashboard as a template from the dashboard designer. If you’re editing a dashboard, click the …More button in the top right corner of the screen. Then, select Save as Template as shown in the video below.
From the Account Templates tab: Go to your Dashboard tab in the left-hand side of the Databox app. Then, click on Account Templates in the top bar.
From here, select the green + New Template button in the top right corner. A new screen will pop up—click the dropdown menu at the top and select the dashboard you want to convert to a template. You can name the template and assign permissions on this screen as well.
Delivering a great experience to your clients is crucial for the success and reputation of your business. You can set user permissions on each of your templates in order to control access among members of your team.
Keep in mind: when you set permissions for a template, this will apply only to users in your main agency account. Members of client accounts will only get access to templates once they are used in their individual client account. When you want to implement a template in one of your client accounts, simply go to their account, select the account template you want to use, and populate it with your client’s data source. Only then will your client get access to this content. This process helps you ensure your clients get access only to the data they need, avoiding clutter and confusion. To learn more about sharing templates with clients, visit this guide here.
You can set permissions when you create a template, as shown in the section above. If you want to adjust permissions on an existing account template, go to the template you want to edit and hover over it. Click on the 3 dots in the top right corner, and select User Access. From here, you can set access to:
Ensure your templates are always organized and up-to-date. This will help your team deliver accurate, standardized reporting to your clients.
To edit the content of your template, simply hover over the template you want to update and select the Edit button. You will be taken to the dashboard designer from here and can edit your template as you would a dashboard.
To delete a template, hover over the template and select the 3 dots in the top right corner. From here, select Delete. You will be prompted to a confirmation screen.
You may want to keep your templates organized by project, client, data source, function, or other criteria that make sense for your business. You can use tags to keep your account templates organized for your team.
To begin, hover over a template you’d like to tag. There will be a small tag icon in the bottom right corner.
Select this icon and check any of the tags you’d like to use (you can select multiple) or create a new one by clicking the + Create New button in the bottom left corner. Once you’ve selected the tags you want, make sure you click Save. If you’d like to edit or delete any tags, select Manage Tags in the bottom right corner of the tag popup.
You have the ability to preview your account templates before you use them. These previews are populated with sample data, to ensure your account data is not being shared with any clients or users unintentionally. To preview a template, simply hover over the template and click on the Preview button.
See a public template that looks almost perfect for your reporting needs? You can use the public template, edit it to fit your exact needs in the dashboard designer, and then save it as an account template. This allows you to create the right template for your clients, quickly and easily.