Working with Templates

In this video, you'll learn how to use dashboard templates. Templates are pre-built dashboards with modern performance indicators. They're a great way to jumpstart your own custom reporting.

Dashboards VS Reports

Templates are separated into two folders, Dashboards and Reports.

Dashboards contain many widgets, while Reports generally include one main data table. In many cases, templates will provide exactly what you're looking for and what your board is asking for without any additional editing. To add a template, you'll need to duplicate the template to make edits on your copy.

Now, let's investigate a template

This template displays donation activity over a specific timeframe. Insights you can gain from this particular dashboard include: overall donation metrics, donation totals over time, donation amount statistics, donor location data and much more.

Some templates include editable dashboard filters. For example, we can change the time frame of this dashboard to just show donations in the previous quarter.

Duplicate Templates to Customize Them

All right, now let's talk about some template limitations. When using a template dashboard, you can not add new filters. You can not add or edit widgets. You can not share a template with your team or schedule automated email reports. But no worries! To take full control over any dashboard template, you can duplicate the dashboard, which is quite simple from the dashboard top menu.

And that's it for templates. Enjoy!

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Some of the features in this lesson may not be included in every awesome Funraise plan.

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