Overview
The Analytics Template Library provides pre-built dashboards and reports that you can import into your organization's analytics instance. Instead of starting with an empty workspace, you can immediately access professional templates designed for common paratransit operations, and (optionally) modify them to fit your organization's unique needs.
Accessing the Template Library
You can access the Template Library in two ways:
From the Analytics Home Page: Click the Template Library button on the home screen
From the Navigation Menu: Select "Analytics Library" in the left sidebar
Browsing Templates
When you open the Template Library, you'll see a list of all available templates.
Filter by Type
Use the filter to view specific template types:
Report: Individual reports or metrics
Dashboard: Collections of multiple reports and visualizations grouped together
Preview Before Importing
Click on any template to preview it before adding it to your organization:
View all tabs and sections
Review included visualizations
Check default filters and features
Importing Templates
How to Import
Browse or search for the template you need
Click Preview to review the template details (optional)
Click Get Dashboard (or Get Report)
You'll see a confirmation notification when the import is complete
After Importing
Once imported, the template appears in your organization's dashboards or reports list. The imported template now belongs to your organization, which means:
You have full control to modify it
Changes you make won't affect the original template
You can edit filters, visualizations, and configurations as needed
Customizing Imported Templates
Make It Your Own
After importing a template, customize it to fit your specific needs:
Modify Filters: Adjust date ranges, service areas, or other parameters
Edit Visualizations: Change chart types, colors, and layouts
Add or Remove Components: Tailor the dashboard to show only what you need
Rename: Give it a name that makes sense for your organization
See more information about creating and modifying reports here.
Creating Multiple Versions
If you need different versions of the same template (e.g., daily, weekly, and monthly views), you have two options:
Option 1: Import Multiple Times
Import the template once and modify it for daily reporting
Import the same template again and modify it for weekly reporting
Import a third time and modify it for monthly reporting
Option 2: Copy After Import
Import the template once
Make your first version (e.g., daily)
Copy the dashboard to create additional versions
Modify each copy for different time periods
Frequently Asked Questions
Will you be adding more reports and dashboards? Yes! We will be adding dozens more dashboards and reports in the near future. Please reach out to your dedicated Partner Success Manager if you have specific requests.
Can I modify an imported template? Yes! Once imported, templates become part of your organization's analytics instance and can be fully customized.
Can I import the same template multiple times? Absolutely. This is useful for creating variations (e.g., different time periods or service areas).
What's the difference between a report and a dashboard template?
Report: A single metric or analysis view
Dashboard: A collection of multiple reports organized together