Dashboards allow you to select the insights you want to display so you can view and analyze your data. From Report builder, view and manage dashboards under Dashboards.
Note: Don't have Report builder yet? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.
When you create or select an existing dashboard, you see Dashboard builder, where you can find the available insights out of the box. With Insight Designer, you also see insights your organization designed. To add an insight to the dashboard, find it under Insight and drag it to the screen. Then, you can drag the insight anywhere on the screen and resize it. You can also make edits to the insight.
To edit the insight, hover over the insight and select Go to insight.
To edit the insight's properties, hover over the insight and select Edit properties.
All dashboards include a date range filter. You can add more filters to the dashboard to further customize the data you see. To add a filter, drag it from the Dashboard builder window to the top of the page.
Note: For more information about how date range filters are applied to different insights, see Dashboard date range filter.
Filters apply to the whole dashboard, and you can use the drop-down menu on each filter to select what the insights display. You can also remove any filter from any individual insight if you don't want that filter to affect the data displayed on an insight. To do this, select Edit properties on the insight and uncheck any filters you do not want to apply to the insight.
Note: When you edit a filter's selection, only the first 2,500 items for a filter appear. If you have more than 2,500 items on a filter category and you choose to Select all, the filter includes all items, even those not displayed. However, you can't select a specific item that is not included in the first 2,500 unless you select them all.
To better organize your dashboard, you can add page elements. To add a page element, drag it from the Dashboard builder window to where you want it on the page.
Horizontal dividers are lines that separate your dashboards into section. To customize the type of line and color of the divider, select Edit properties on the divider after you add it to your dashboard.
Text boxes add text to your dashboard. For example, you may use text boxes to label sections on your dashboard, or to add context next to an insight. To edit the text and choose the size of your text, select Edit properties on the text box after you add it to your dashboard.
Once you are done creating your dashboard, you must select Save or Save and Close to save your changes. To rename the dashboard, edit the description, or manage access to the dashboard, select Properties. You can select Preview to see how others will see the dashboard. Previewing the dashboard does not save your changes.