You can find dashboards on the DASHBOARDS tab of the Reporting page.

On this tab, you can use a dashboard builder to create your own visualization of all the available data.    

Creating a new dashboard

To create a dashboard, click the "Add Dashboard" button, enter a title and choose "Private" or "Public" status. 

Private report is available to creator only (marked with a padlock icon).
Public report is available to all users in view-only mode.  

Then click "Add".

Actions with dashboards

When working with dashboards, you can use the functionality described in the following sections.

Add widget

To fill the dashboard with the required grid/charts, click "Add Widget", 

In the Report dropdown, select the report which data should be used in a widget.

There is an option to add either a report grid as a widget or add charts from the report as a widget to the dashboard 

Add grid on dashboard - adds a widget as a grid view

Charts - one or a few charts from the list can be selected. The list represents charts from the selected report. 

If you choose both grid and chart(s), several widgets will be created.

Click "Add".

Each widget is based on 1 report only, and you can add multiple widgets on your dashboard.

The widgets you add may be from multiple data sources, so that you can view aggregated information, depending on your needs.

A widget itself has a "Show more" menu with available actions: Rename, Settings, Delete.

The widgets are resizable and can be moved around the dashboard space.

Refresh a dashboard

To refresh a dashboard click the "Show more" menu on the right of the dashboard name and select "Refresh". The action updates the data on the dashboard according to the data in the report source.

Delete a dashboard

To delete a dashboard click on the "Show more" menu on the right of the dashboard name and select "Delete".

Save a dashboard

To save the changes made to the dashboard, click the SAVE DASHBOARD button located on the right side of the DASHBOARDS tab.

Optionally, you can click SAVE DASHBOARD AS to create its copy, including all filters, charts, and grids. Clicking on this button opens the Copy Dashboard dialog where you must enter the dashboard's title and select whether the dashboard’s copy will be Private (available to its creator only) or Public (available to all users).

The save as functionality is available to all users except those with View Only access.

If you make any changes to the widgets on your dashboard, these changes will not affect the respective reports on the REPORTS tab.

Each dashboard and report on the REPORTS tab has its own unique link. You can use this link, for example, to add the respective bookmarks, etc.