Add Export Templates

The Templates for Export feature in Dashboards Setup allows administrators to upload PowerPoint templates that can be used when you export dashboards.

PowerPoint templates are useful because they enable users to export their data all to one file. For example, data can be exported into a corporate branded slide deck to be presented in a meeting.

When you export a dashboard, the templates that the administrator has uploaded in the Templates for Export feature in Dashboards Setup are shown as options to select in the export tool:

To upload a template:

1. Create your branded template based on the PowerPoint template.
2. Note: Your template must contain a number of fields and terms before you can use it to export dashboards. There is an example template available on the Dayforce Support portal. Log in to the portal and go to Support Downloads > Admin & User Guides > Dashboards Resources. You must keep the following fields in your PowerPoint template:
   Title Slide:
   [DASHBOARD TITLE]
   [DATE CREATED]
   
   Content Slide:
   [REPORT TITLE]
   [REPORT HEADER]
   [EXAMPLE CHART IMAGE]
   [REPORT FOOTER]
   [REPORT FILTERS]
2. Go to Reporting and Analytics > Dashboards > Dashboards Setup.
3. In the Dashboards - Admin section, click Templates for Export.
4. 
4. Click Choose File and select the template that you want to use.
5. Click Add.