Dashboards hold snapshots of charts, not live references. When you add a chart to a dashboard, its full configuration is copied at that moment. If you later edit the saved chart, the dashboard copy does not change. This means dashboards stay stable even as you iterate on individual charts.
What dashboards can do
- Mix object types — one dashboard can include an account MRR chart, a requests trend, and a tasks breakdown side by side. Zudo fetches data for all referenced object types automatically.
- Custom layouts — drag and resize any chart card within the dashboard. Changes save automatically.
- Personal or team scope — keep a dashboard private or share it with your whole organization.
Create a dashboard
Click + New Dashboard
In the dashboard tab bar at the top of the Custom Reporting page, click + New Dashboard.
Enter a name
Type a name for the dashboard — for example, “Q2 Board Review” or “Weekly Health Check”.
Choose a scope
Select Personal to keep the dashboard private, or Team to make it visible to everyone in your organization. Saved charts matching the chosen scope are auto-added to the dashboard in a two-column layout.
Add a chart to an existing dashboard
On any saved chart card, click Add to dashboard and select the target dashboard from the dropdown. The chart’s configuration is snapshotted into the dashboard at that point.Personal vs team scope
| Scope | Visible to |
|---|---|
| Personal | Only you |
| Team | Everyone in your organization |