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Dashboards

What a dashboard is. One screen holding several charts and numbers.

What it does. Each tile reads from a report and draws its result.

Why it helps. The questions people ask every morning get answered at a glance, instead of five reports opened one after another.

Opening a dashboard​

Where: Dashboards in the top menu → a folder → the dashboard's name

  1. Click Dashboards in the row of tabs across the top.

  2. The list opens, laid out the same way as Reports — folders on the left, dashboards on the right.

    The Dashboards list

  3. Click a folder, then the dashboard's name.

  4. It opens and the tiles load.

A dashboard

What you are looking at​

Each tile is one chart or number, and each reads from one report.

If a figure looks wrong, open the report behind the tile — that is where the number comes from, and the dashboard is only drawing it.

Narrowing the whole dashboard at once​

If the dashboard has filters, they sit in a bar across the top.

  1. Choose a value from a filter.
  2. Every tile updates together.
  3. Click Clear all to go back to the full picture.

See Dashboard filters.

Getting the latest numbers​

Click Refresh at the top.

Dashboards remember their last result so they open quickly, which matters when a dashboard has twenty tiles. Refresh forces every tile to fetch fresh data.

Changing a dashboard​

Click Edit at the top to open the builder — see The dashboard builder.

If Edit is missing, you have read-only access. Use Save As in the builder, or ask the owner.