Imagine that you only had to create reports ONCE and could easily replicate them across as many client accounts as you need.
Now, you can design your own templates, complete with the data sources, metrics, and visualizations that you need, and save them to your account so that they can be used for any client in just one click.
If you’ve used client templates before, you might be wondering, “What’s new?” Now, you can access these templates from within any client account. As before, the selected metrics and visualizations will populate automatically once the necessary data sources are connected.
Creating Account Templates is similar to creating new Databoards.Here's how it works: