Dashboards

A dashboard puts several saved views, analyses, headings, text, images and links on one page, filtered together.

Read a dashboard

• Tabs split a large dashboard into pages; the workbench remembers the tab you last looked at.
• Filters at the top narrow every panel at once — a date range, a category, a search. A dashboard may also have a Fixed scope its author set.
• Pressing a chart does what the dashboard's author chose: open the follow-up menu, update a dashboard filter to the group pressed, or go to another view, dashboard or page with the value pressed.
• Refresh reads every panel again. A panel that fails keeps its last result and offers to try again; the others go on.
• A record panel shows its total and pages through its rows.

Build a dashboard

New dashboard starts one; Edit turns an existing one into its editing mode.

• Add a Data panel — a Saved view… or a New analysis… built on the spot — or a Content panel: a Heading, Text…, an Image… or Links….
• Arrange panels by dragging the handle at the start of a panel's title, and resize them from the corner. With the keyboard, press Enter on the handle and use the arrow keys.
• Tabs: Add a tab, rename, reorder or delete one; a panel's menu moves it to another tab.
• A panel's menu holds Edit panel, Duplicate, Remove from dashboard, and When clicked…, which chooses what a press on that panel does.
• Add filter puts a dashboard filter on the bar and says which panels it reaches.

Save the dashboard as you save any view (Saving and managing views). A shared dashboard can show only shared and system views, so everyone who opens it can read every panel.