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Analyze: Creating a Unified Dashboard from a Template

Cheyenne V. avatar
Written by Cheyenne V.
Updated this week

Unified Dashboards in Analyze is currently in Beta.
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This article will cover:

Creating a Unified Dashboard from a Template

To create a dashboard from an existing template, follow these steps:

  1. Click Analyze in the left-hand navigation bar

  2. Select Create Unified Dashboard

    Note: If you are visiting Analyze for the first time, you will be greeted with this view to create a dashboard.

  3. Select your template

    Note: Use the left-hand navigation bar to view templates based on role or most used.

  4. Click Next

  5. Select your search(es).

    1. Up to 10 searches when selecting from Standard Searches (searches created in Explore).

    2. Up to 60 searches when selecting Optimized Searches (searches created in Explore+).

      Note: If you have Explore, select Standard searches.

      Note: New Explore+ Users (starting October 2, 2025) - You cannot mix Standard and Optimized searches in the same dashboard.

  6. Click Next

  7. Rename your dashboard (optional)

  8. Select a folder. Learn more about Managing Folders.

  9. Click Create

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