> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard templates

> Create, apply, and share dashboard templates to standardize reporting across your HoopAI account.

Dashboard templates let you save a dashboard layout — including widgets, configuration, and theme — as a reusable starting point. Templates standardize reporting across your team and eliminate repetitive setup when creating new dashboards.

## What templates include

A dashboard template captures:

* All widgets and their configurations (metrics, conditions, chart types)
* Widget layout and positioning
* Custom theme colors
* Dashboard name (editable when applied)

Templates do **not** include live data — they provide the structure, and data populates based on the new dashboard's context.

## Creating a template from an existing dashboard

<Steps>
  <Step title="Open the dashboard">
    Navigate to the dashboard you want to save as a template.
  </Step>

  <Step title="Open the options menu">
    Click the **three dots** in the top-right corner of the dashboard.
  </Step>

  <Step title="Save as template">
    Select **Save as Template**. Enter a template name and optional description. Click **Save**.
  </Step>
</Steps>

The template is now available in the template library for anyone in your account.

## Applying a template

<Steps>
  <Step title="Create a new dashboard">
    Click **Add a Dashboard** from the Dashboard section.
  </Step>

  <Step title="Choose from template library">
    Select **From template library** as your starting point. Browse available templates.
  </Step>

  <Step title="Select and customize">
    Choose a template and click **Apply**. Give the new dashboard a name, set permissions, and click **Confirm**.
  </Step>

  <Step title="Adjust as needed">
    Modify widgets, layout, or conditions to fit your specific needs. Click **Save Changes**.
  </Step>
</Steps>

## Sharing templates

Templates created in your account are available to all users with dashboard creation permissions. To share a template with another team member, export the dashboard as a snapshot and import it in the target account.

## Loading templates with snapshots

Dashboard snapshots preserve the exact state of a dashboard at a point in time. When you load a template, you can optionally include a snapshot — this pre-populates the dashboard with sample data to help users understand the intended layout before real data flows in.

<Tip>
  Create templates for common reporting needs — sales overview, marketing performance, support metrics — so new team members can spin up useful dashboards instantly without building from scratch.
</Tip>

## FAQs

<AccordionGroup>
  <Accordion title="Can I edit a template after creating it?">
    Templates are saved as snapshots and cannot be edited directly. To update a template, modify the source dashboard and save it as a new template, then delete the old one.
  </Accordion>

  <Accordion title="Do templates update when I change the source dashboard?">
    No. Templates are static copies. Changes to the source dashboard do not affect existing templates or dashboards created from them.
  </Accordion>
</AccordionGroup>