Dashboards
Overview

Dashboards are pages of widgets (KPIs, charts, tables) that you arrange yourself.

Dashboards list with the Templates and Create Dashboard buttons

Where

  • /dashboards: opens your dashboard with its widgets. Buttons: create a dashboard, or go to the full list.
  • /dashboards/list: all dashboards you own, plus dashboards shared with you ("Shared by ...").
  • /dashboards/edit: the editor.

Create a dashboard and add widgets

  1. On /dashboards/list click Create Dashboard.
  2. Name it and open the editor.
  3. Add a widget: pick a type, give it a Title, or describe the widget and let AI set it up. You can fine-tune it afterwards.
  4. Drag and resize widgets on the grid, then save.

Widget types: KPI, Number, Bar chart, Line chart, Area chart, Pie chart, Radar chart, Radial chart, Table.

Dashboard card menu

View, Edit, Duplicate, Set as default / Clear default, Delete. Deleting removes the dashboard and all its widgets permanently. Shared dashboards show View, and Edit only if you have edit permission.

Tips

  • Your default dashboard is the one shown at /dashboards.
  • Use Duplicate before experimenting with a dashboard.
  • To start from a ready-made layout, see Dashboard templates.
Advanced reportsTemplates