Using BBI Templates in KODE OS
BBI Templates in KODE OS allow you to save and reuse dashboards, collections, and individual charts, helping you streamline your workflow and avoid building everything from scratch.
With this template system, templates follow a clean hierarchy:
KODE Templates (Global): Created and maintained by KODE Labs.
Only KODE Admins can edit these.
Organization Templates: Created by organization channel partners.
Can be edited by organization admins or users with the Manage Templates permission.
Navigating to BBI Templates
Log in to KODE OS
Click on the Building BI module from the main menu on the left.
Scroll to the bottom left of the side menu and click Templates.
Template Types
There are three types of templates you can use:
Collection Templates
Dashboard Templates
Chart Templates
1. Collection Templates
Collection Templates help standardize and share groups of dashboards (also called Collections) across your organization.
How to Create a Collection Template
Go to Collections & Dashboards.
If a collection doesn’t exist yet, click + New Collection to create one.
Click the three-dot menu next to your collection > Save as Template.
Add a name and optional description, then click Save.
How to Use a Collection Template
Go to Templates from the BBI left sidebar.
Click Collection Templates.
Browse or search for a template.
Click the three-dot menu > Use Template.
A draft copy will be created under My Collections.
Go to Collections & Dashboards to Publish the collection to specific roles or all users.
Note: To use a Global Template created by KODE Admins, go to the Global Templates tab in the Collections section.Edit a Collection Template
Go to BBI Templates > Collection Templates.
Click the three-dot menu > Edit Template.
Update the name or description > click Save.
Delete a Collection Template
Go to BBI Templates > Collection Templates.
Click the three-dot menu > Delete Template.
Confirm by clicking Yes on the pop-up.
2. Dashboard Templates
How to Create a Dashboard Template
Go to BBI Collections & Dashboards.
Under My Dashboards, click the three-dot menu next to a dashboard.
Select Save as Template.
Add a name and description > click Save.
The template will be saved under Organization Templates in the Dashboards section.
How to Use a Dashboard Template
Go to BBI Templates > Dashboards (top right).
Choose from:
Organization Templates (created by your organization)
Global Templates (from the KODE library)
Click the three-dot menu > Use Template.
Review the dashboard on the new page.
Click Save to add it to My Dashboards.
Edit a Dashboard Template
Go to BBI Templates > Dashboard Templates.
Click the three-dot menu > Edit Template.
Update the name or description > click Save.
Delete a Dashboard Template
Go to BBI Templates > Dashboard Templates.
Click the three-dot menu > Delete Template.
Confirm by clicking Yes on the pop-up.
Note: Your ability to edit, export, or delete templates may vary based on your role and permissions.
Go to BBI Collections & Dashboards.
Select a dashboard and click Edit Dashboard (top right).
Click the three-dot menu on any chart > Save as Template.
Add a name and description > click Save.
The template will be saved under Charts - Organization Templates.
How to Use a Chart Template
Go to BBI Collections & Dashboards.
Select a dashboard and click Edit Dashboard (top right).
Click on Chart Library from the right bar.
Drag and drop from the templates. Choose from:
Organization Templates
Global Templates
Click Save to add the chart to the dashboard and save the dashboard.
Edit a Chart Template
Go to BBI Templates > Chart Templates.
Click the three-dot menu > Edit Template.
Update the name or description > click Save.
Delete a Chart Template
Go to BBI Templates > Chart Templates.
Click the three-dot menu > Delete Template.
Confirm by clicking Yes on the pop-up.
Sharing Templates Across Organizations
Export a Template
Go to BBI Templates.
Click the three-dot menu next to a template > Export.
A secure URL will be generated and copied to your clipboard.
The URL expires after 24 hours.
Import a Shared Template
Go to BBI Templates.
Click the Import Template button (top right).
In the pop-up:
Paste the shared link.
Adjust the title and add a description.
Click Save Template.
Related Articles
Device Referencing in KODE OS
Summary Device Referencing in KODE OS is a key feature that enables the creation of a digital twin for a building's systems by linking devices according to their physical and functional relationships. This interconnected digital model mirrors ...Sign in to KODE OS mobile app
In order to begin using the KODE OS mobile app you will need to set up and activate your account. Open up the KODE OS app on your mobile device Download and open the KODE OS mobile app on your iOS or Android device. Sign in to Mobile App On your ...General KODE OS Connectivity
KODE Labs offers two primary methods for initiating platform integration: IPSec and Reverse Proxy. Each option comes with its own set of requirements and benefits tailored to suit diverse client environments. IPSec Connectivity The IPSec Solution ...Building BI
The Building BI tool is a feature within our platform that allows you to view data on a dashboard and in a chart form. This data can provide valuable insights into the performance of your building management solution, helping you make informed ...KODE OS Connectivity
KODE Labs is responsible for maintaining our end of the VPN tunnel and ensuring the uptime of our software. This includes the ability to log in and access our platform without any issues. The connectivity stack for KODE OS involves a series of ...