Dashboards & Report Components

What is a Dashboard?#

A dashboard is a single page that shows several charts and numbers at the same time. Instead of opening five reports, you open one dashboard and see everything at once — perfect for the metrics you check every morning.

Managing your dashboards#

Open Dashboards from the sidebar. The Manage Dashboards screen lets you rename, share, favourite, or delete your dashboards (system dashboards can't be deleted). Use Create Dashboard to start a new one.

Adding components#

A component is one tile on the dashboard. Click Add Component and choose the type — a Label/Section divider, a Chart, a KPI card, a Comparator, or a Funnel.

Organise with Labels & Sections#

Add a full-width Label / Section heading between tiles to group related components and make a busy dashboard readable. See Dashboard Labels & Sections for the full styling options.

Arrange and drill down#

Drag components to rearrange them and resize them to fit. Click into a chart or KPI to drill down and see the individual records behind a number.

Filter the whole dashboard#

Add a global date filter so one date range applies across the dashboard, instead of changing each tile. See The Dashboard Global Date Filter to set it up.

Sharing a dashboard#

By default a dashboard you create is visible only to you. Open its settings to change the visibility to All Users or specific teams — managers often build one shared team dashboard so everyone sees the same numbers.