Skip to main content
A dashboard is a named collection of charts arranged in a resizable grid. Group related charts into a single view — a weekly team review, a QBR deck, or a personal health monitoring page.
Dashboards hold snapshots of charts. When you add a chart, its full configuration is copied at that moment. If you later edit the original saved chart, the dashboard copy stays as it was — so dashboards remain stable as you iterate on individual charts.

​
Capabilities

  • Mix object types — combine account MRR charts, request trends, and task breakdowns on one dashboard
  • Custom layout — drag and resize chart cards in the grid; layout changes save automatically
  • Personal or team scope — keep a dashboard private or share it with your organization

​
Creating a dashboard

1

Click + New Dashboard

In the dashboard tab bar at the top of the Custom Reporting page, click + New Dashboard.
2

Name it

Enter a name — “Q2 Board Review”, “Weekly Health Check”, etc.
3

Choose scope

Personal keeps it visible only to you. Team makes it visible to everyone in your organization. Saved charts matching the scope are auto-added in a two-column layout.
4

Arrange

Drag cards to reorder. Drag the bottom-right corner to resize. Layout saves automatically.

​
Adding charts

On any saved chart card, click Add to dashboard and select the target dashboard. The chart’s current configuration is snapshotted into the dashboard.

​
Deleting a dashboard

Click the delete icon on the dashboard tab and confirm. Only the dashboard is removed — all saved charts remain unaffected.