Dashboards

A dashboard is a page of live report tiles — big numbers, rankings, charts and lists side by side. Where a report answers one question, a dashboard gives the whole picture: membership, revenue and attendance on one screen, updated every time it’s opened.

Building a dashboard

1. Open Reports & dashboards from the sidebar and click + New dashboard.
2. Give it a name, then add tiles — each tile shows one saved report.
3. Arrange the tiles in the order that tells the story, and Save.

Tiles render to match their report: an aggregate with one group shows as a chart or ranking, a plain total shows as a big number, a list report shows its top rows. Build the reports first — see Reports — then compose.

The home dashboard

One dashboard can be the home dashboard — the first thing everyone sees when they open the workspace. Set it from the dashboard’s menu (Set as home). Until one is set, the home page shows simple default cards per record type.

This is how you make the workspace open on your overview — “this season at a glance” — rather than a generic screen.

Drilling from a tile

Dashboard numbers are never dead ends:

• Click a tile’s total to open the underlying records as a list.
• Click a bar, group or pivot cell to open just that bucket’s records.

The list opens filtered to exactly what the tile counted — the tile’s own filter plus the clicked group — so what you see always matches the number you clicked.

Who sees a dashboard

Dashboards follow the same sharing model as reports — private to their owner until shared with groups, individuals, or everyone (see Sharing). And like reports, every tile runs with the viewer’s permissions: the same dashboard can show each team only its own slice.

If a dashboard contains reports its audience can’t open, the share dialog points that out and offers to share the contained reports with the same audience in one click.