Example: Create new dashboard template for funds

To create a new dashboard template for funds:

1. Open the Dashboard Explorer in the upper left corner of the dashboard bar.
2. Select "New dashboard" from the menu.
3. In the "Create dashboard" dialogue window that appears, enter a descriptive name in the "Name" input field.
4. Select the "As template" option in the "Create dashboard" dialogue window.
   

   

5. Then click the "Create" button.
   The new dashboard template opens.

6. 

   Click the "Properties" icon to open the "Dashboard properties" dialogue window.
7. Now set the template options in the "Dashboard properties" dialogue window, for example "Funds" as the security category codes.
   

   

8. Then click the "Update" button to confirm your settings.
   This opens the new (empty) dashboard.
9. Open the Widget Gallery and place the "Full Quote" and "Risk & Performance" widgets on the dashboard.
   

   

10. Assign both widgets to the same group.
    

    

11. Click the "Save" button to save the dashboard template.
12. Open another dashboard or the Screener and select "Open as dashboard" from the widget menu.
    

    

    
    The selected fund opens in the previously created dashboard template: