Saving dashboard chart and item view templates

You can save a dashboard chart or item view as a template so you or other users can reuse it as is or as a starting point for a similar chart.

The chart information is saved in an XML file you can select when adding a chart or item view to a dashboard page. After adding a chart or item using a template, you can modify it as needed while maintaining the original settings in the template file.

Tip:  You can also save entire dashboard pages as templates. See Saving dashboard page templates.

1. Click Dashboards.

The Dashboards area opens.

2. Mouse over the chart or item view, click , and select Save template.

The Save Chart Template XML File dialog box opens.

3. Select a location to save the file in.

4. Enter a File name. The default name is ChartTemplate_ appended with the chart name. For example, ChartTemplate_Open Bugs.

Click Save.

The template file is saved in the selected location in XML format. To use the template to add the chart or item view to a dashboard page, see Adding charts and item views to dashboard pages from templates.