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:

Lightning

Classic

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.

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

Full Dashboard Template.docx

Tokens

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

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

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".