Navigate to Analytics 2.0 (Beta) in the left main menu and then click the Dashboards tab at the top of the folders menu on the left for a brand new set of features for organizing multiple reports into unified, customizable collections for viewing and sharing called Dashboards. There's a ton you can do with each Dashboard, and key new functionalities for sharing and organizing the unlimited amount of custom Dashboards you can construct with Analytics 2.0. This article breaks down all the key actions you can take when viewing Dashboards, the sister page of Reports.
How To Switch between Reports and Dashboards
In the upper-left of the Analytics 2.0 page, you'll see a toggle between the Reports and Dashboards pages. Since Dashboards are very literally collections of reports with customizable views, timeframes, and filters, you'll see that they have very similar organization features.
I.E. Reports and Dashboards each have a customizable easy-access Favorites Section, buttons to create new dashboards as well as new folders to keep related dashboards organized, a section of My Private Dashboards that only you can view, and finally all the folders of Public Dashboards shared with your team.
Learn more about the basic differences between Reports and Dashboards on our Analytics 2.0 Overview.
Search For and View Dashboards
- Search bar: type anything, and the list of Dashboards and Folders of Dashboards will automatically sort the most relevant folders to the top of the list and expand to show links to Dashboards with relevant titles; click any Dashboard to view it
- Folders list: click any folder to view all the Dashboards within it, and click any individual Dashboard to view it
- The Dashboard you're currently viewing is always highlighted in blue in the list
Drag and Drop to Reorganize Dashboards Within and Across Folders
You can click and drag any Dashboard to reorganize its position in the folder you saved it in. You can also drag it down to another folder to transfer it from its current folder to that one. This is especially useful when you want to make a Dashboard private or public: simply drag any Dashboard into your My Private Dashboards section to make it private or drag it out of that section and into any other Folder to make it public.
Dashboards List Quick Actions
Roll over any Dashboard in the list and you'll see three small blue dots you can click to view an options menu for that Dashboard. From this menu, you can Edit, Clone, Delete the selected Dashboard, or Add to Favorites for easy access in the Favorite Dashboards section at the top of the list. If a Dashboard is already in your favorites list, this menu will give you the option to Remove from Favorites.
Dashboard Info & Actions
Across the top of the Dashboards page, you'll see the title and more useful information and actions for the Dashboard you're viewing.
Make a Favorite
Click the Star to the left of your Dashboard title to make it a Favorite
Run to Refresh Your Dashboard
- On the right side, you'll see the exact date and time the Dashboard was last Run, aka refreshed with the most current data from your App
- Next to that is the very important Run button itself, which refreshes all the reports on your Dashboard with current data whenever you click it
Edit Current Dashboard
Click the Edit Dashboard button to open the full editing view where you can add or remove its constituent Report tiles, dynamically re-size and drag and drop to rearrange each report tile, rename and/or reorganize your Dashboard into a different folder, and more
Quick Actions for Current Dashboard
Click the dropdown to the right of Edit Dashboard to get a quick action menu to create a New Dashboard or Clone or Delete the one you're viewing
The Dashboard Itself
Dashboards include any number of Reports you can add, remove, and resize, as well as a Date Range and Filters you can apply to the entire dashboard, i.e. every Report on the Dashboard in one fell swoop, without affecting the Date Ranges or Filters on the individual reports themselves when you view them on the Reports Page.
(Optional) Set a Dashboard Date Range
In the upper-right corner of any individual Dashboard you view, you'll see an option to Select Date Range
- You Do NOT have to set a Date Range for your Dashboard, in which case every Report on your Dashboard will retain whatever Date Range you selected when creating each individual Report, respectively
- If you set a Date Range for your Dashboard, it overrides/applies to the Date Range for every individual Report on your Dashboard, but only on the Dashboards Page. So if you view any individual Report from your Dashboard in Reports, it will retain the original Date Range you set on the Report itself.
- You have all the same custom and "smart" ranges to choose from in the Dashboards Date Range dropdown that you do when selecting a Date Range for any individual Report. "Custom Range" allows you to specify any specific timeframe you like, and all the other options are "smart" ranges that will always reflect the same amount of time relative to every time you "Run"your Dashboard. For example, "last 30 days" will always fetch data for the 30 days preceding every time you click "Run".
- Be sure to click Run to update your Dashboard after you apply a Date Range
- Especially for Dashboards using dynamic Date Ranges like current week, last 90 days, this quarter, etc., it's critical that you click Run often to ensure you're viewing up-to-date data
- Once you apply a Dashboard Date Range, you can change it to any other Date Range you want at any time, but there's no option to delete it altogether
(Optional) Set Dashboard Filters
In the upper-left of your Dashboard, you'll see an option to + Add Filter(s)
- You Do NOT have to set Filters for your Dashboard, in which case every report on your Dashboard will simply retain whatever Filters you selected when creating each individual Report, respectively
- If you set Filters for your Dashboard, they DO NOT override the Filters from your individual Reports on your Dashboard, but rather add-on as additional Filters for any relevant Report on your Dashboard
- If you apply a Dashboard Filter that's in direct conflict with a Filter on any of the Reports in your Dashboard (for example, you filter for one User on your Dashboard and a different User in a Report on that Dashboard), the Report Filter will be discarded an replaced by the Dashboard Filter when viewing the Dashboard, but not when viewing the individual Report (which retains its original Filter)
- Be sure to click Run to update your Dashboard after you apply an Filters
- You can click the trashcan icon to the right of any Dashboard Filter to delete it. Be sure to click Run once you do, and your Dashboard will then revert to showing only the filters on your individual reports, respectively.
Pro Tip: you can free type into the "select filter..." and "select" (filter values) fields to limit the dropdown list to whatever you're searching for/typing in
Shortcut to View or Edit Any Individual Report on Your Dashboard
Click the (three dot) Option menu in the upper-right corner of any Report tile on your Dashboard to reveal options to jump directly to View or Edit (that) Report.
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