How to create and save a template

Modified on Mon, 18 Dec, 2023 at 3:15 PM

A template is created from the data stored in your dashboard. At the end of your search once you’ve modified your dashboard to suit your needs, you can click on the three dot icons beside the project name and click save as a template. Please note, a template can only be saved when you have one project location. This is because a template can only be applied to one location at a time.
We recommend that you speak with you Customer Success Manager to help you explore the tiles you require for your templates so to help you save time with accessing your key data requirements.





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