Dashboard Overview
The dashboard provides a place where you can customize your views and access reports you have pinned. Additionally, you can view dashboards shared by others through a link.
To create a dashboard, complete the following steps:
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Click Dashboard on the left navigation pane, and you’ll see a list of dashboards.
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Click Create dashboard and enter the dashboard name in the Create new dashboard window.
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Click Save.
After you complete creating the dashboard, you can customize your report dashboard with the reports you have pinned.
You can perform the following actions:
- For each pinned report, click the More actions button in the top-right corner of a report card.
- Click **Unpin** to unpin the report from the dashboard. This action is only available for pinned reports pinned to **My dashboards**.
- Click **Export to CSV** to export the report data to a CSV file.
- Click **Export to XLSX** to export the report to an Excel file.
- Click **Focus mode** to get a better insight into the reporting data.
- Click **Filters** to set the filter conditions, such comparison, date range, and user property. to refine the reporting data.
- Click **Share** to share this dashboard view to specific users or groups via a sharing link.
>> ***Note**: Recipients without access to this dashboard can only view the dashboard with the filters applied.
- Click the More actions button on the top-right corner of a dashboard.
- For the dashboards you’ve created, you can
- Rename
- Favorite
- Duplicate
- Set as default
- Delete
- For the dashboards shared with you, you can
- Favorite
- Leave
