In the Setup tab, first drag a portfolio from the left panel and drop it in the central panel in portfolio A place holder. Then drag a template from the right panel and drop it in the template placeholder:
In the figure above the portfolio named put_spread has been paired with the template named Risk Concentrations.
Next press the Create Dashboard button.
Please note that some templates, such as Stress Test Comparison and BackTest Comparison, require 2 portfolios to be dropped into placeholders A and B.