Adding Logos and Color Schemes

This topic looks at the first level of customization. It is recommended that templates are customized before they are released to end users, to save time and ensure consistency.

Customizing a template requires these steps:

  1. Open a template.

  2. Make customizations.

  3. Save customized template to the Templates folder.

  4. Include customized template in Dashboard Studio.

*  To customize a template:

  1. In Interactive Reporting Studio, open a template to customize.

  2. Open Dashboard Studio.

    Select a Framework Template is displayed.

  3. Select Connect to open dashboard, select the template, and click Next button to move to the next step.

    A dialog box is displayed warning that a template is to be edited directly.

  4. Click OK.

  5. Navigate to Step 8: Configure Style of Dashboard Studio, to set the color and style elements.

    Minimize Dashboard Studio to work on the template.

  6. In Interactive Reporting Studio, press Ctrl+D to enter Design mode.

  7. From the catalog pane, expand Graphics, and drag graphical elements onto the template.

    For example, add a company logo by dragging the picture icon onto the left corner of the top panel.

  8. In Select Image, locate of the logo, and click Open.

  9. Repeat steps 7–8 to add other images and configure styles.

  10. In Dashboard Studio, click Save button to save the style.

    Save As is displayed.

  11. Save the customized template back to the Templates folder with a unique name.

    Three main reasons to save a template with a unique name:

    • If Dashboard Studio is uninstalled, templates are deleted (A unique name prevents customized templates from being removed)

    • A unique name prevents saving over the original template

    • A unique and meaningful name is easily recognizable to business users

    A dialog box is displayed to confirm that the Interactive Reporting document is to be saved as a template.

  12. Click Yes.

    The customized template is saved.