Overview
A Dashboard Template is a reusable Dashboard definition. Build the Dashboard once with the right charts, filters, and layout, then apply it to as many User Groups as needed. Edits to the template propagate to all instances.
Why templates: Without templates, every User builds their own Dashboards in isolation, drift accumulates, and "the Dashboard" you reference in conversation can mean six different things across the team. Templates trade individual flexibility for cross-team consistency.
What a Dashboard Template is
A Dashboard Template defines a Dashboard's content (charts, filters, layout) and its scope (which Users or User Groups receive it). When a User receives a templated Dashboard, they see the template's content with their own data filtered in based on their Role and access.
The template is the source of truth. Each User's instance of the templated Dashboard pulls from the template definition.
When to use a template vs. an individual Dashboard
Use a template when:
Multiple Users need the same set of charts and filters.
You want central control over what "the operations Dashboard" or "the manager Dashboard" looks like.
Updates should flow to everyone simultaneously when reporting requirements change.
Onboarding new Users should give them an opinionated starting view rather than a blank slate.
Use an individual Dashboard when:
The Dashboard is for a single User's exploratory analysis.
Requirements vary so much per User that a template would be all overrides.
The Dashboard is temporary or experimental.
Building a template
To create a Dashboard Template:
1. Go to Dashboards Templates
Open the Dashboard Templates section in the Mobaro Backend.
2. Click Create
Use the Create button to begin a new template.
3. Name the template
This name is what Users will see in their Dashboards list.
4. Build the Dashboard layout
Add charts, set filters, and define refresh behavior.
5. Define the audience
Pick the User Groups who should receive this template.
6. Save the template
The template is now live and the Dashboard appears for all scoped Users.
Tip: Build templates with general filters ("Last 30 days," "Operating Locations only") rather than User-specific ones. The User's own Role and Location scope will further narrow what they see.
Applying a template
Templates are applied to User Groups. When applied:
The Dashboard appears in each recipient's Dashboards list.
Data is filtered by the recipient's access — a manager sees their team's data; a regional director sees the region.
The Dashboard cannot be deleted by the recipient — only by a User with template-edit permissions.
How edits propagate
When you edit a template:
Layout, chart, and filter changes apply to all instances on next load.
Audience changes add or remove the Dashboard from Users immediately.
Important: There is no "save as draft" preview when editing a published template. Changes propagate to live Dashboards as soon as you save. For significant changes, recreate the template, edit the clone, and switch the audience to the new version once it's right.
User-level overrides
Depending on your park's configuration, recipients may be able to:
Adjust filters within the template (date range, specific Locations).
These overrides are stored per User and don't affect the template or other recipients. They reset if the User is removed from the audience and re-added.
Common patterns
Pattern: role-based Dashboard tiers
Three templates: "Operator Dashboard" (today's tasks, current shift), "Manager Dashboard" (team performance, missed results), "Director Dashboard" (cross-team KPIs, trends). Each is applied to the corresponding Role.
Pattern: department-specific operational Dashboards
One template per department (RideOps, F&B, Maintenance, Guest Services) with the charts that matter for that team's daily work. Applied to the corresponding User Group.
Pattern: compliance reporting Dashboard
A single "Compliance" template applied to compliance officers and senior leadership, with charts focused on missed results, below maximum score Checklists, and Result invalidations.
Frequently asked questions
Q: Can a User detach from a template and customize freely?
A: No. To customize freely, the User would need to create their own Dashboard outside the template system. Template recipients can only override within the constraints the template allows.
Q: What happens if I delete a template that has recipients?
A: The Dashboard disappears from each recipient's list. User-level overrides are lost. Deleted Dashboards cannot be restored.
Q: Can a User be on multiple templates?
A: Yes. Users typically have one Dashboard per template they're on, plus any individual Dashboards they've created.