In this article:
Create | Widgets | Actions | Share | Layout

Use your dashboard

A dashboard is your personal page with favorite reports and models. You can organize your dashboards any way you want. For example: separate dashboards for sales reports, financial reports, key metrics etc (watch the introduction).

You can also watch the tutorial video.

A dashboard can contain multiple reports or models:

screenshot dashboard

Each report or model is shown inside a widget: a small frame that you can drag and move, and change its position, width, and height on the dashboard page.

Create dashboards

You can create a dashboard in two ways:

Either way, the rest of the process is the same, and you can enter a name for your new dashboard and add the first report or model. You can also easily copy a dashboard. You can add, move, or remove items on your dashboard at any later point in time.

screenshot dashboard add


Every widget has a small ☰ icon in its right-top: you can move it around on your dashboard, change its display size, copy it to another dashboard, remove it, or run the report:

screenshot define dashboard widgets

✭ Tips:


On your dashboard, you can use the Save and Actions buttons in the right-top of the screen:

screenshot define dashboard actions

These buttons enable you to do the following:

✭ Tips:

Share a dashboard

Once you created a dashboard, you can choose to share it to other users. There are various methods you can select:

screenshot define dashboard publish

You can revoke users at any time by removing their names from the published list.

✭ Notes:


A dashboard page consists of one or more widgets. These widgets combine into a so-called "grid" consisting of any number of rows and columns. When you drag and move widgets, you're moving them to another location in this grid.

Dashboard pages can scroll both horizontally and vertically if needed to properly show the widgets.

When you set the size for every widget, you're defining the relative proportions that a widget can occupy. These relative proportions matter mostly when there are several widgets on a dashboard. There are 2 useful methods to help you arrange an optimal dashboard layout:

Dashboards are fully supported on mobiles, but all widgets will be shown underneath each other. You can simply scroll vertically through all widgets.

Recommended reading:
Back to top | Reports | Models | Videos

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