Themes
A theme is a saved look: colors, fonts, the background and the style of the widgets. Make one for your agency, and one for each client. When a dashboard uses a theme, an edit to the theme restyles that dashboard too.
Manage your themes on the Themes page. Use them in the Theme panel of each dashboard.
What you can do
- Create a theme from a preset, then change its colors, fonts, background and widget style
- Make a theme for one client, so it is suggested first for that client's dashboards
- Make one theme the team default
- Use a theme on a dashboard, and change that dashboard on top of the theme
- Duplicate, rename and delete themes
Open the Themes page
Open Themes from the Hub menu. In a dashboard's Theme panel, Manage themes also opens it.
Each card shows the theme's colors, its name, the date of the last change and, for a client's theme, the client. When your team has clients, use the Client filter to see the themes of some clients only. No client shows the themes for every client.
Create a theme
- On the Themes page, select Create theme.
- If your team has clients, the Create theme dialog opens. Choose a Client, or keep No client (every client), then select Continue to builder. A client's theme is suggested first when you create a dashboard for that client. If your team has no clients, the builder opens immediately.
- Change the settings. The preview on the left shows a sample dashboard in your theme.
- Select the name at the top to rename the theme, then select Save theme.
You can also save a theme from a dashboard. See Save a dashboard's look as a theme.
The theme builder
The builder shows a sample dashboard on the left and the settings on the right. Every change shows in the preview immediately. Use Undo and Redo at the top to step back and forward.
Each group of settings opens and closes. Preset is open when you start, and a closed group shows what it is set to, such as the font or the colors. The builder remembers which groups you opened until you close the browser tab.
The settings are in these groups:
| Group | What it sets |
|---|---|
| Client | The client the theme is for, or No client (every client). Shown when your team has clients |
| Preset | A ready-made look to start from. Switch between Light and Dark presets |
| Colors | Accent and palette (the accent color and the chart colors made from it), Background, Page and widget (widget background, text and border colors), and Semantic colors (Positive, Negative, Warning and Neutral, for trend indicators and chart zones) |
| Typography | The Font family, and the text sizes for widget titles, headings, charts, tables, funnels and gauges |
| Widgets | Widget chrome (border, corner radius, shadow, opacity and padding), the defaults for content, section dividers, charts, scorecards and tables, and Animation |
Fonts and images
- Font family: choose from the fonts in the list, such as Inter, Poppins, Montserrat, Roboto or Playfair Display.
- Background: a solid color, a gradient, or an image. For an image, paste its URL, then choose Cover, Contain or Fill.
- Colors from an image: in a dashboard's Theme panel, select Add theme (the plus icon). Paste an image URL or upload an image of 10 MB or less, such as a client's logo. Two Minute Reports finds its colors, and Apply theme uses them on the dashboard.
Saving
A new theme is saved when you select Save theme. Cancel discards it.
A theme you open again saves as you go. The top bar shows that it saved. If a save fails, it shows Couldn't save with Retry until a save succeeds. Select Done to go back to the Themes page.
Team default and client themes
Open the menu on a theme's card to manage it:
- Edit: open it in the builder. You can also select the card.
- Duplicate: make a copy, for example to start a new client's theme from another one.
- Set as team default or Remove team default: the team default is suggested for new dashboards of a client that has no theme of its own.
- Assign to a client or Change client: make it a client's theme.
- Delete theme.
When you create a dashboard with Dash, its Theme step starts on My theme with a suggested theme:
- The client's own theme. If the client has more than one, the most recently changed one. Under it, the dialog says Suggested for {client}.
- If the client has no theme, the team default. Under it, the dialog says Your team's default dashboard theme.
If there is neither, Let Dash decide is selected. You can choose any other theme: the list shows the client's themes first, then every other theme. The new dashboard uses the theme you choose, so it changes when the theme changes.
Use a theme on a dashboard
In a dashboard's Theme panel, select one of your saved themes. The dashboard then uses the theme:
- When anyone edits the theme, the dashboard changes too.
- The settings in the panel change only this dashboard. They are kept on top of the theme.
- Stop using theme keeps the look the dashboard has now, as its own. Later edits to the theme do not reach it.
See Theming for the panel.
Delete a theme
Open the menu on the theme's card and select Delete theme. Each dashboard that uses the theme keeps the look it has, as its own. You cannot undo a delete.
Who can do what
| Action | Permission |
|---|---|
| See the Themes page and the themes in a dashboard's panel | View themes |
| Create, edit, duplicate and rename themes, and set the team default | Create and edit themes |
| Delete themes | Delete themes |
| Select a theme for a dashboard, or change its look | Create and edit dashboards |
Creating, editing and deleting themes also needs a seat. Without the permission, Create theme is unavailable and says why. See the Permissions matrix.
Next steps
- Theming - Use a theme on a dashboard, and change one dashboard on top of it
- Clients - Set up the clients your themes are for
- Create a dashboard - Start a new dashboard in a client's theme