Export views as template

Zoho Analytics allows you to export the blueprint of the views in a workspace as a template. You can copy reports, dashboards, and tables from one workspace or installation to another and facilitate sharing and collaboration. This reduces the effort and time involved in creating similar reports across different departments or business units.

  1. What are templates in Zoho Analytics? 
  2. What type of views can be exported as templates?
  3. How do I export views as a template?
  4. Can I copy views from one workspace to another?
  5. Can I copy views from one installation to another?
  6. Can I retain the source's table relationships while exporting views from templates?

1. What are templates in Zoho Analytics? 

Templates or template files in Zoho Analytics are .atpt files that carry the blueprint (design and layout) of views (reports, dashboards, and tables) in the workspace.

Template files can be used to copy views from one workspace to the other. This reduces the effort and time involved in creating similar reports across different teams, departments, or business units.

Note: Template files do not include the underlying data and only carry the design blueprint of the views.

2. What type of views can be exported as templates?

All views in a workspace can be exported as a template. This includes:

  • Tables
  • Query tables
  • Charts
  • Pivot views
  • Summary views
  • Tabular views
  • Dashboards

3. How do I export views as a template?

Exporting a view

Exporting multiple views

4. Can I copy views from one workspace to another?

Yes. You can export views as a template from one workspace and import the template file into the destination workspace to access them. 

5. Can I copy views from one installation to another?

Yes. You can export views as a template from one Zoho Analytics installation and import the template file into the destination Zoho Analytics installation to access them. 

6. Can I retain the source's table relationships while exporting views from templates?

Yes. If all related/dependent tables are exported from the source workspace, the lookup relationship between them will be retained.

In case any related tables are not present in the template file, you can choose to remap the views to the tables in the destination workspace manually.

To learn more about remapping a table or column while importing views from templates. Refer here to know how to join while importing.