User Guide
Updated 2026-09-21
Custom Charts and Saved Templates
Build, validate, save, and reuse Analytics charts using current workspace and role access.
Custom Charts and Saved Templates
From Analytics, add a chart, choose the available data source and visualization, set dimensions, measures, and filters, then preview and save it. Saved templates preserve a dashboard arrangement for reuse; they do not change workspace module access or RBAC.
Review generated results before sharing them. If a source or field is unavailable, it is not enabled for the current deployment or role; use the current Analytics controls and Help & Support panel for the exact capability.
Tags
analyticschartstemplatesreports