The Templates section within the Component Analytics dashboard in Assette provides a comprehensive overview of all templates developed and maintained within your organization. Templates are essential building blocks in the Assette content development model, serving as structured containers for assembling financial documents and presentations using reusable content and data assets.
This view helps organizations maintain visibility into how templates are distributed and structured, allowing users to assess content reuse, monitor template types, and maintain consistency across document formats.
Accessing the Templates Dashboard #
To access the Templates view in Component Analytics:
- Navigate to the top menu and select Analytics → Components.
- Within the dashboard, locate the Templates card. This section is available to all users.
Template Composition and Metrics #
The Templates card displays a real-time summary of all templates in your environment, segmented by document type and format. This includes:
- Total Template Count: The total number of templates across all types and formats.
- Breakdown by Template Type:
- Smart Docs: Structured templates typically used for automated document generation. These are further categorized by file format:
- PowerPoint
- Word
- Excel
- Web Docs: Templates designed for interactive or web-based content.
- Data Docs: Templates primarily focused on presenting structured data output.
- Smart Docs: Structured templates typically used for automated document generation. These are further categorized by file format:
For each of these types, the dashboard provides visual indicators showing the distribution across formats. For example, users can quickly assess how many Smart Docs are built in PowerPoint versus Excel.
Hovering over any of these date indicators reveals the editor’s name, offering insights into recent activity and ownership.
Viewing Template Usage and Dependencies #
To explore component dependencies—such as which data blocks are embedded in a specific template or where a brand theme is applied—users must use X-Ray. X-Ray is Assette’s tool for tracing content references and understanding relationships between components. To do this, simply click on the X-Ray icon on the right-hand side of the screen, next to the desired component.
Advanced Search and Filtering #
The Advanced Filter option allows you to refine results by applying detailed content classifications. This functionality is available across different component types such as data objects, data blocks, and brand themes. By using these filters, users can quickly narrow down large sets of items to locate specific components that meet defined criteria.
Filters can be applied across multiple dimensions, including:
- Labels: Classify content by categories such as “Consider as” or “Content Bin” to organize and identify items based on purpose or type.
- Limitations: Restrict results based on intended content type, strategy, asset class, account, product, or other relevant attributes.
- Data Ingredients: Identify dependencies or underlying data sources connected to the component.
As filters are applied, a summary panel displays selected classifications, making it easier to review and adjust before confirming. This structured filtering ensures greater efficiency when auditing, troubleshooting, or analyzing how components are used throughout the platform.
Once the desired filters are selected, click Apply to update the view.