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A dashboard is a page your team opens to see how the work is going. Charts, filters, tables, totals - whatever the report needs. It reads from your saved questions, and it runs them fresh every time someone opens it. Nobody has to update it.

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Two ways to make one

Both start from New → Dashboard.

Have one built for you

Describe what you want to see in plain English and get a grid of charts. Quickest way to a working report.

Bring your own page

Upload a page someone designed - your own layout, your own chart types, your own filters. The platform fills in the numbers.
The second option exists because real reports have shapes the platform does not offer as a chart type: waterfalls, cross-linked views, drill-down tables, filters that apply to some charts and not others. If your team has a report design already, you can use it as-is.

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Bringing your own page

1

Name it

Give it a name your team will recognise in a list.
2

Upload or paste the page

A single self-contained file. Everything it needs - styling, charts, layout - has to be inside it, because the page is not allowed to load anything from the internet once it is in the product.
3

Say where the numbers come from

Pick the questions the page should read, and give each one the short name the page is looking for. Whoever designed the page will know these names.
4

Check it

Check this page tells you whether anything will stop it working, with the line number and what to change. Fix anything listed under “Fix these before saving”, then save.
Leave the questions empty and the page will simply show whatever numbers were built into it. That is fine for a one-off report - the dashboard will be labelled Fixed numbers, not live so nobody mistakes it for current.

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Using a dashboard

Filters, sorting and anything else on the page belong to the page itself, so they work exactly as its designer intended. Refresh fetches the latest numbers. It also clears any filters you have set, because the page is rebuilt from scratch - so set your filters after refreshing, not before. Switching to another tab and back does not lose your filters. Only an explicit refresh does.

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Several dashboards on one agent

An agent’s Analytics tab shows one tab per dashboard scoped to that agent, alongside the built-in views. Use this when one report is not enough - a summary for the team, a detailed audit view for whoever investigates exceptions.

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Renaming

Click the name, on the dashboard itself or in the list, and type. It updates everywhere.

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Sending a dashboard to someone

Use Export on any dashboard.
The Excel export is the data, not the view. If you have filtered the page to one country and then download it, you get every country. Narrow the underlying question if you need a smaller file.
All three re-run the questions when you ask for them, so a download can be slightly newer than the page you were looking at.

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Having an agent send the report

Agents can produce these files themselves, which is how you get a report delivered on a schedule rather than fetched by hand. An agent with analytics access can render a dashboard and attach the resulting PDF, HTML or Excel file to an email or a task. Ask your agent to export the dashboard by name, and it will come back with the file.

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Limits worth knowing

  • A dashboard shows what it was given. Filters on the page narrow what already arrived; they do not go back for more. That is exact for a few thousand rows and misleading for hundreds of thousands.
  • Very large results are cut short. If a dashboard has more data than it can show at once, a banner says which part is incomplete. Download the Excel export to get everything.
  • Clicking a row cannot open the underlying task. A dashboard is a report, not a way into individual work.
  • Nothing on a dashboard writes back. There is no way to annotate, approve or mark something reviewed from the page.

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If something looks wrong