All Collections
FAQs & Webinars
Insights
How to...? - Personal templates
How to...? - Personal templates

Short training clips to help you use and build your own personal templates

Danna avatar
Written by Danna
Updated over a week ago

How to create custom exploration templates?

Custom exploration templates

You can quickly and easily create custom exploration templates for yourself.

1- Create a new template.

2- Select the insights that interest you.

3- Adjust the insight to the desired size.

4- Adjust the local parameters and filters.

5- Save your custom template.


What actions can be performed on the exploration templates?

Personal exploration templates- actions:

You can perform several actions on each exploration template you have built for yourself:

1- Share it with your colleagues (users or users group).

2- Save the changes you made.

3- Delete the exploration template.

4- Keep a default filter which the exploration template will go up with.

Did this answer your question?