> ## Documentation Index
> Fetch the complete documentation index at: https://agents.nanonets.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Build a page of charts and tables that fills itself in with your latest results, and send it to people who need it.

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](/docs/guide/analytics), and it runs them fresh every time someone opens it. Nobody has to update it.

## Two ways to make one

Both start from **New → Dashboard**.

<CardGroup cols={2}>
  <Card title="Have one built for you" icon="wand-magic-sparkles">
    Describe what you want to see in plain English and get a grid of charts. Quickest way to a working report.
  </Card>

  <Card title="Bring your own page" icon="file-code">
    Upload a page someone designed - your own layout, your own chart types, your own filters. The platform fills in the numbers.
  </Card>
</CardGroup>

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.

### Bringing your own page

<Steps>
  <Step title="Name it">
    Give it a name your team will recognise in a list.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

## 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.

## Renaming

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

## Sending a dashboard to someone

Use **Export** on any dashboard.

| Format         | What you get                                 | Use it for                                                                                             |
| -------------- | -------------------------------------------- | ------------------------------------------------------------------------------------------------------ |
| **PDF**        | The page exactly as it looks, charts and all | Emailing a report, attaching to a meeting, printing                                                    |
| **HTML page**  | The whole page as one file                   | Sending to someone outside the product - it opens in any browser, with no login and no internet needed |
| **Excel data** | Every row, one sheet per question            | Continuing the analysis yourself                                                                       |

<Warning>
  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.
</Warning>

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.

## 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.

## 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.

## If something looks wrong

| What you see                                      | What it means                                                                                                             |
| ------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Fixed numbers, not live**                       | The page has no place for live results. It shows numbers built into it, and refreshing will not change them.              |
| **Part of this dashboard could not load**         | One of its questions failed. The rest of the page still works. Someone with edit access can open the question to see why. |
| **A banner about incomplete data**                | There was more data than the page can hold. Totals on screen are lower than the real ones.                                |
| **The page is blank**                             | The page loaded but drew nothing. Whoever supplied it needs to look at it.                                                |
| **A warning that it tried to send you elsewhere** | The page attempted to navigate to another website and was stopped. Tell whoever supplied the page.                        |