Dashboards

Create a dashboard

Create dashboards to hold different groupings of report based on topic. Access settings can be managed for each dashboard individually. To create a new dashboard view:

• Select Reports in the sidebar

• Click New dashboard

• Give the dashboard a name and description to help other members of your workspace understand the dashboard’s purpose

• Designate the access level your workspace and members should have to the dashboard

• Create reports. To create your first report, click + Create first report

Customize dashboard layout

You can resize, reorder, and rearrange the reports on your dashboard.

To move a report on a dashboard, click and hold the report title, and you can drag and drop the report to a different place on the dashboard. You can configure the number of reports you want on each line, and different lines can have different numbers of reports.

When you have two reports next to each other on your dashboard, hover your cursor in the space between them, then drag and drop the line to the left or right to resize your reports.

Manage dashboard access

Dashboard access determines what members can see and do in your dashboard.

Dashboard access levels

These are the access levels for dashboards:

Full access members can change the name and description of the dashboard, create, configure, and delete reports, delete the dashboard, and manage dashboard access

Read and write members can create, edit, and delete reports but cannot manage access for dashboards, change dashboard name and description, or delete dashboards

Read only members can only view reports

No access means the dashboard and its reports are not visible

Workspace access to dashboards

By default, new dashboards are set up with Full access given to the whole workspace.

Full access members can configure dashboard access at the workspace level, meaning the setting will apply to all members of your workspace (unless overridden by individual settings).

To manage workspace access for a dashboard, click Share in the top right corner of your dashboard. Select the dropdown next to Workspace access and designate the access level your workspace should have.

Individual access to dashboards

In addition to setting a default access level for their workspace, Pro and Enterprise plan members can also set differing levels of access for individuals.

When you want different members to have different levels of access to a dashboard, you should set the Workspace access level at the lowest level that any members of your workspace should have. Then add any members individually who should have higher levels of access, using the dropdown beside their names to raise their access level. When workspace access and individual access settings are different, the member will be given whichever access level is greater.

View dashboards

You can view dashboards in your workspace by navigating to the Reports page on the sidebar. Click the search icon in the upper-right to search by name for a specific dashboard.

Sort, group, and add favorite dashboards

Click Sorted by and choose Ascending to show dashboards created most recently first, or Descending to show the dashboards created longest ago first. Under View settings, you can either group by Creation date or select None for no grouping.

Click View settings and select the toggle next to Show favorites to enable or disable a view of all dashboards that have been added to your favorites at the top of the page. Click the star icon to the right of a dashboard to add it to your favorites. Adding it to your favorites will cause it to show at the top of the Dashboards page under Favorites, and in your sidebar under Favorites.

Delete a dashboard

To delete a dashboard, navigate to Reports in the sidebar, then select the ⋮ icon on the dashboard you want to delete. Then click Delete dashboard.