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Table of Contents

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In Custom Charts, you can

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create and use Templates to make your charts reusable!

Templates are pre-configured Custom Charts that you can use at the click of a button. You can save Templates privately, make them global, or use some of the example templates that we’ve provided as a starting point to create your reports.

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Create and Use a Template

To create a template:

  1. Create your Custom Chart as you would normally

  2. Select the Templates icon in the Chart Types list

  3. Click on the green Save current chart as template button

    1. When saving, you will be able to name the template, choose the template type, or opt to replace an existing template with your current chart

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You can use the search bar along the top to find a specific template, or use the left navigation if you’re looking for a specific type of template. To apply the template to your chart, click on the Use Template button and the configuration will be applied to your Custom Chart. This will replace any existing chart configuration.

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