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Dashboards

Dashboards let you combine multiple Saved Views and Report Looks into a single page for at-a-glance monitoring.

Creating a dashboard​

  1. Go to the Dashboards page
  2. Click Create New Dashboard
  3. Enter a name in the inline form
  4. Your empty dashboard is created and ready for widgets

Adding widgets​

Each widget displays data from a saved source. Click Add Widget to open the picker, which has two tabs:

Select an item to add it as a widget. The widget renders as a chart if the source has a chart configuration, or as a table otherwise.

Resizing widgets​

Widgets are laid out in a responsive grid (up to 3 columns on wide screens).

  • Width — click the width control in a widget's header to set it to one column, two columns, or full width
  • Height — hover the widget's bottom edge, then drag the resize handle up or down. Heights snap to a fine-grained grid so you can fit charts and tables to their content

Width and height are saved per widget on the dashboard.

Editing widget source​

For Report Look widgets, click Edit in the widget header to open the underlying look in the Reports editor. Changes you save propagate to every dashboard that uses that look.

Removing widgets​

Hover over a widget and click the trash icon to remove it. The underlying saved view or look is not affected—only the dashboard reference is removed.

Exporting to Excel​

Click Export in the dashboard header to download the whole dashboard as a single .xlsx workbook — one sheet per widget, with chart series, tables, and scorecard matrices laid out as they appear on screen. Numbers keep real Excel formats (currency, percent, plain) so they stay sortable and chartable.

Dashboard list​

The Dashboards page shows all your dashboards in a card grid. Each card displays:

  • Dashboard name
  • Creation date (relative, e.g., "2 hours ago")
  • Number of widgets

If you have no dashboards yet, you'll see an empty state with a prompt to create your first one.

tip

Build a "Daily Operations" dashboard with your most-watched metrics—revenue by region, visit trends, and enrollment numbers—so your whole team starts the day on the same page.