How to create a new Dashboard
Go to Reports and create a Dashboard from any of these places:
Click New Dashboard in the Reports header
In the Reports sidebar, open the Create options menu (the +) and select New Dashboard
Inside a Space, open the Space options menu and select Create Dashboard to create it directly in that Space
When the dashboard opens, give it a title and description. The title field shows Dashboard title, and the description field shows Description....
Add Insights and text cards
Use the Insight button in the dashboard header to add content. This opens the Add Insight window, where you can search and filter to find what you need.
You can add two types of cards:
Insight cards, which display saved Insights you have already created
A Text card, which is a rich text block you can use for headings, notes, and lists
You can add the same Insight more than once if you want to show it in different sizes or place it in multiple spots.
Arrange the dashboard layout
Cards sit on a grid. You can drag cards to rearrange them and resize them to fit the layout you want.
Each card has its own card menu (three dots). Depending on the card type and whether the dashboard is protected, you can do things like:
Open Insight Builder (for Insight cards) to jump back to the Insight setup
Show Insight Title (turn the card header on or off)
Lock Position (stops the card from being moved by accident)
Duplicate Text Card (for Text cards)
Export as PNG (exports that card)
Remove Card (removes it from the dashboard)
Saving your dashboard
When you first create a dashboard, click Create to save it. After that, you will normally see Save when you have changes.
Dashboards also support Autosave Changes. When autosave is on, your changes save automatically after a short moment while you work. When autosave is off, you will need to click Save.
Tip for undo and redo
If Autosave Changes is on, you can use standard undo and redo shortcuts while you are not typing into a text field:
Undo: Ctrl or Cmd + Z
Redo: Ctrl or Cmd + Shift + Z, or Ctrl or Cmd + Y
Refreshing data and auto refresh
Dashboards include a Refresh data button to reload the latest results. There is also an auto refresh interval control where you can choose an interval or turn it off.
Dashboard settings and sharing
Open Dashboard settings (the settings button in the header) to manage how the dashboard behaves over time. Options include:
Autosave Changes
Auto layout
Protect Dashboard
Set as Home Page (available after the dashboard is saved)
Pin to sidebar (available after the dashboard is saved)
Export Data, which opens Export Data where you can export:
- A PNG image of the dashboard as you see it
- Dashboard cards as CSV files in one ZIP archive
Duplicate Dashboard
Delete Dashboard
You can also copy the dashboard URL from the header, which is useful when sharing a direct link with your team.
Organising dashboards into Spaces
Spaces and subfolders help keep dashboards tidy. You can create dashboards directly inside a Space, and you can also drag dashboards between loose Dashboards and Spaces in the Reports sidebar.
Troubleshooting
If you cannot add cards, move cards, or edit the title, check whether Protect Dashboard is turned on.
If you do not see a dashboard you created, check the Spaces section and the loose Dashboards section in the Reports sidebar. Dashboards and Insights sections can also be collapsed.