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Reports vs dashboards vs templates explained

Reports & ChartsAll usersVerified 21 Sep 20261 min

Templates

A template is a reusable starting point — system-provided or saved by your company.

Reports

A report is a built document made of widgets, which can be published, shared, and exported.

Dashboards

A dashboard is a live, arrangeable view of widgets, meant for ongoing monitoring rather than a fixed document.

Older "legacy reports" from before the current builder may still appear alongside new reports for continuity.

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