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Analyze: Creating a Unified Dashboard from a Template

  • October 1, 2025
  • 1 Reply
  • 77 views
Analyze: Creating a Unified Dashboard from a Template
Cheyenne
mEmployee
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To create a dashboard using an existing template, follow these steps:

 

  1. Click Analyze in the left-hand navigation bar
  2. Select Create Unified Dashboard

 

 

  1. Select your template

Note: Use the left-hand navigation bar to view templates based on role or most used. 

 

 

  1. Click Next
  2. Select your search(es). 
    • Up to 10 searches when selecting from Standard Searches (searches created in Explore).
    • Up to 60 searches when selecting Optimized Searches (searches created in Explore+).

 

Note: If you have Explore, select Standard searches. For Explore+ Users  - You cannot mix Standard and Optimized searches in the same dashboard.

 

  1. Click Next
  2. Rename your dashboard (optional)
  3. Select a folder. Learn more about Creating and Managing Folders
  4. Click Create

 

 

 

 

 

1 reply

Maria Dehne
mChampion Level 3
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  • mChampion Level 3
  • 1989 Posts
  • October 1, 2025

Thanks for sharing!