Dashboard Templates

dashboard templates let you design custom layouts for dashboards using a (docx) word document you create a word file with one or more tables and insert special placeholder tokens (like {{component #}} ) inside table cells when the dashboard runs, unaric reports replaces these tokens with the actual dashboard components (charts, tables, metrics) and data this works very similarly to report templates , but is tailored for dashboard layouts how it works everything is placed inside tables in your word document the position and size of components are determined by where you put the placeholders in the table cells components are numbered starting from 1 ( {{component 1}} , {{component 2}} , etc ) the numbering order (indexing) depends on whether you're building for classic dashboards or lightning dashboards grid based (can be less predictable due to responsive layout) use the info button on the run dashboard page to see the exact indexes displayed on your preview the count is incremented a column down and then a row across meaning say you have a two column dashboard the first column contains three chart components and the second column contains 2 chart components overall you have five chart components the three chart components in the first column would have the indexes 1, 2, 3 (from top to bottom) and therefore placeholders of {{component 1}}, {{component 2}}, and {{component 3}} the two chart components in the second column would have the indexes 4 and 5 (from top to bottom) and therefore placeholders of {{component 4}}, and {{component 5}} components component types a charts the main visual building blocks (bar, line, pie, etc ) use {{component #}} + any of the title/header/subtitle/footer tokens above no extra tokens needed beyond positioning and labels b tables simplified dashboard tables (only tabular and only contain a header and data rows) supported tokens (same as report templates – see report templates help for details) {{header row}} {{data row}} {{alternating data row}} (for striped rows) c metrics (single kpi / summary values) place these tokens inside a table cell or directly in a paragraph within the table {{metric label}} → field name (e g "total opportunities") {{metric value}} → formatted number (e g "142") add components use this main token inside any table cell to define a component's position {{component #}} (# = 1, 2, 3…) this marks where the chart, table, or metric should appear example word example https //reportbuilder cloud4j com/full%20dashboard%20template docx tokens customise individual components add these tokens inside the same cell of the corresponding {{component #}} to control its appearance token what it shows dashboard type {{component # title}} component title all {{component # header}} header text classic only {{component # subtitle}} subtitle text lightning only {{component # footer}} footer text all global / standard data tokens these can be used anywhere in the document (inside tables or outside) token description default format example {{user name}} running user's name "rodrigo f " {{dashboard title}} dashboard name "sales pipeline q1" {{date}} current date 2/12/2026 {{full date}} or {{today}} long date format february 12, 2026 {{date time}} date + time 2/12/2026 1 03 am advanced – custom formatting & offsets the last set of tokens further extend the control of the data values using the custom format tokens allows you to display the data in any format you wish you can use the custom date format tokens with any of the date standard data variables date, full date, today, or date time \\@ → apply a custom format (uses standard date codes like mmmm = full month, d = day without zero, yyyy = four digit year) \\+n or \\ n → shift the date by n days \\# allows formatting of numbers and currencies examples token example result example meaning {{date\\@mmmm d, yyyy}} february 12, 2026 custom long date format {{today\\+14}} february 26, 2026 14 days in the future {{date\\ 30\\@mmmm d, yyyy}} january 13, 2026 30 days ago + custom format {{date time\\@mmmm d, yyyy h\ mm a}} february 12, 2026 1 03 am custom datetime you can combine offset and format {{today\\ 7\\@dddd, mmmm d}} → e g "thursday, february 5"