Creating Analytics Templates

Creating Analytics templates and populating with metrics

Creating a template is done in the 'Settings' tab on the lefthand side navigation bar.

Creating a template

  1. Click on the Settings menu option
  2. Click the 'Create a template' button
  3. Give your template a name
  4. Select the 'multiple' option in the report type field
  5. Select the 'Dashboard' output type
  6. Define who can use the template. If you want all users in your organisation/group to be able to access the dashboard, add your organisation/group as a member on the template (make sure you add them with at least view permissions)
  7. Click the 'Create template' button

The basic template has now been created and is ready for you to define the layout and add the metrics you want to include.

Populating a template with metrics

When viewing the template:

  1. Click the 'Edit' button
  2. Click the grey 'Add' button, and select the type of content you wish to add to the report. The options are:


  • Section Title- use this to clearly define the title of the report section in large text
  • Heading 1- option for large size text to be inputted
  • Heading 2- option for medium size text to be inputted
  • Heading 3- option for standard size text to be inputted
  • Text - use this content type to either output static text that you enter when creating the template, or dynamic content that is pulled from the project when you run the report (you define which field the data is drawn from the project)
  • Divider - inserts a horizontal line to help break up the report
  • Image - allows for uploading of an image into the report. This can be used to display a logo at the bottom of the report. To keep an image to quarter/half the width of the report, first insert Columns, and then add the Image element as a 1/4 width element within the Columns
  • Text Input - text entry field that allows the person running the report to enter text as they run it. For example, a text input field may follow a static Text field which you have used to ask a question (e.g. what learning has taken place this month?) and the user can then answer the question by typing the response into the text input field
  • List - allows you to define the project element you want to list in the project, e.g. members, change ideas, measures
  • Columns - used to insert multiple content elements next to each other on the report so they appear as columns. You can control the width of each column as a 1/4, 1/2, 3/4 or full width. Try not to add columns with widths that exceed one count of full width as they may not display correctly
  • Note - used to add text that will be output on the report when it is run
  • Driver Diagram - inserts the driver diagram into the report