Preview Templates

Preview standard dashboard templates to determine their usefulness before creating a new dashboard. Previews only include the data to which a user has access.

1. Navigate to the Home > Dashboard Manager tool.

2. Either filter the Dashboards table by Standard product dashboards or search for the template.

3. From the Dashboards table, select the ellipsis icon next to the template and then Preview.

A preview of the dashboard will appear on a new page.

Tip: A new dashboard can be created from the preview by selecting the Create dashboard from template button.