# Dashboards

URL: https://attio.com/help/reference/managing-your-data/dashboard-and-reports/dashboards
Breadcrumbs: [Help](https://attio.com/help) > [Reference](https://attio.com/help/reference) > [Managing your data](https://attio.com/help/reference/managing-your-data) > [Dashboards and reports](https://attio.com/help/reference/managing-your-data/dashboard-and-reports)

Configure dashboards to organize your reports.

> Available on all plans.
>
> **All members** can create dashboards.   
> **Members with access** can view dashboards.

## Create a dashboard

Create dashboards to hold different groupings of report based on topic. Access settings can be managed for each dashboard individually.

> For a video walkthrough on creating dashboards and reports, see **Reports** in Attio Academy.

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](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/dashboards#set-workspace,-team,-and-member-access-to-a-dashboard) your workspace, teams, and members should have to the dashboard.
- [Create reports](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports). To create your first report, click **+ Create first report**.

![Sales dashboard displaying a funnel report highlighting where to enter the description next to the title](https://a.storyblok.com/f/234930/2476x1172/50a0397cee/dashboard-description.png)

## 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.

![](https://a.storyblok.com/f/234930/2462x1454/e4f3461995/customize-dashboard-layout.png)

## Manage access to dashboards

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

### Who can manage access to dashboards?

Only workspace admins and members with Full access can manage dashboard access. If you are not an admin and do not have Full access, you will not be able to change these settings. You can still view who has Full access or [check your list of admins](https://attio.com/help/reference/workspace-settings-billing/manage-members-and-admins#view-workspace-admins-and-members-(for-non-admins)) and contact them if updates are needed.

The options you have for customizing access will depend on your Attio plan. Managing dashboard access is not available on the Free plan. [Learn more about Attio's plans](https://attio.com/pricing).

### **Set workspace, team, and member access to a dashboard**

By default, new dashboards are set up with No access given to the workspace.

Admins and members with Full access to the dashboard can update dashboard access by following these steps:

1. Click **Reports** in the lefthand sidebar.
2. Click the dashboard where you want to manage access.
3. Click **Share** in the top right corner of your dashboard.
4. To set a workspace-wide default, use the dropdown next to **Workspace access**.

   - Workspace access is the default for all members. Team and member settings can only grant access above this default.

![Dropdown menu displaying workspace access options for a dashbaord: Full access (selected), Read and write, Read only, and No access, with descriptions.](https://a.storyblok.com/f/234930/1080x640/d16d56ba43/manage-dashboard-access.png)

5. To set team or individual member access (available on Pro and Enterprise plans), add teams or members and choose their access from the dropdown next to the name, then click **Add**.

- Team and member access settings can only grant additional access beyond the workspace default; they cannot reduce it. Even if a member is assigned a more restrictive access level than the workspace default, the workspace default still applies.

![User interface showing workspace access options for a dashboard. Alice Smith has full access, with an option to add her to the Sales team.](https://a.storyblok.com/f/234930/888x558/8287bcd712/team-member-access-dashboard.png)

> **Note:** Even if a member has access to a dashboard, members will not be able to view reports containing list data if they do not have access to the list. [Learn more about list access](https://attio.com/help/reference/managing-your-data/lists/lists-access).

### Dashboard access levels explained

These are the access levels for dashboards:

- **Full access:** Able to change the name and description of the dashboard, create, configure, and delete reports, delete the dashboard, and manage dashboard access.
- **Read and write:** Able to create, edit, and delete reports.
- **Read only: **Able to view reports.
- **No access:** Not able to view the dashboard or its reports anywhere in the workspace.

The table below shows which actions are available for each access level.

**Legend:**  
✅ Yes = This access level can take this action.  
❌ No = This access level cannot take this action.

| Action                                            | No access | Read only | Read and write | Full access |
| ------------------------------------------------- | --------- | --------- | -------------- | ----------- |
| See the dashboard and its reports                 | ❌ No      | ✅ Yes     | ✅ Yes          | ✅ Yes       |
| Create, edit, and delete reports on the dashboard | ❌ No      | ❌ No      | ✅ Yes          | ✅ Yes       |
| Change dashboard name and description             | ❌ No      | ❌ No      | ❌ No           | ✅ Yes       |
| Delete dashboard                                  | ❌ No      | ❌ No      | ❌ No           | ✅ Yes       |
| Manage dashboard access                           | ❌ No      | ❌ No      | ❌ No           | ✅ Yes       |

### **How dashboard access levels interact**

As a best practice, set the workspace access setting to the lowest level of access anyone in the workspace should have. Then use team and member access settings to grant additional access to the people who need it.

A member's access is based on the most permissive setting that applies to them across the workspace access setting, any teams they're part of, and any member access settings. More specific settings can only grant additional access, but they cannot reduce access below the workspace default. This means that No access settings for individual members or teams have no effect if workspace access grants a more permissive level.

For example, if workspace access is set to Full access and a member is assigned No access, they will still have Full access. If workspace access is set to Read only and one of a member's teams is assigned Read and write access, they will have Read and write access.

### **Admin settings for dashboards**

All admins can see all dashboards that exist in Workspace settings and manage access to dashboards:

- Click your workspace name in the upper-left corner of your workspace, then **Workspace settings**.
- Scroll down and select **Dashboards** on the left-hand side.
- Select the dashboard.

On the **Permissions** tab you can manage access to the dashboard for your workspace, teams, and for individual members, including the option to grant yourself access.

## 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 ](https://attio.com/help/reference/productivity-collaborating/navigating-your-workspace#favorites)**[Favorites](https://attio.com/help/reference/productivity-collaborating/navigating-your-workspace#favorites)**.

> **Note:** Your favorites, sort settings, and group settings are unique to you. Changes you make will not affect your team members' views.

![](https://a.storyblok.com/f/234930/2464x844/511a818210/add-dashboard-to-favorites.png)

## 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**.