Select [[Dashboards]] on the left nav menu to go to the module

Select [[Templates]] in the dashboard menu on the top nav

Select [[Add Template]] above the table to start a new dashboard

Use the title input to give your dashboard a name

Use the description input to add further information (optional)

**Select the level of sharing for your dashboard -**

A [[Private]] dashboard will not be visible to any other user

A [[Shared]] dashboard will show for the selected role(s)

A [[Public]] dashboard will show for all users who can access the module

When you have finished the details, select the [[Save & Continue]] button

The available cards are listed on the left with their title, module, chart type, and maximum size

Use the checkbox to select and add cards to your dashboard

Use the drag icon on the right to reorder cards on your dashboard

Select the checkbox again to remove a card

When you have finished the layout, select the [[Finish]] button

Your template is now saved and you will be redirected to view the dashboard

To make any changes, use the actions icon (three dots) and select [[Edit Template]]

Dashboards - Building a new template