Welcome to your dashboard manager! This is the place where you create and organize your dashboards and your groups.
1 – Groups
Good organization is the key to efficiency, which is why you can organize your dashboards into as many different groups as you need.
To create a new group, click on the button New group, located in the top right-hand corner of the column (#1 on the picture below). You can organize your groups either in alphabetical order or in reverse alphabetical order.
To change the order, click on Group names, located on top of the group list (#2 on the picture below).
Regardless of theorder you’ve chosen, two groups will always stay at the top of the list: All Dashboards and Your Dashboards (#3 on the picture below). The former contains every dashboard in the account, regardless of the creator (in case you share the account with other people), and the latter contains all the dashboards you’ve created. No matter where you decide to move your dashboards, a copy will always be found in All Dashboards, as well as in Your Dashboards if you are the creator.
All Dashboards is also where new dashboards automatically appear when you create them. Once you’ve created a new dashboard though, you can move it where you need it to be!
Drag and drop
Speaking of which, moving your dashboards around is as easy as dragging and dropping them wherever you want. Dragging and dropping your dashboard is similar to cutting and pasting; it removes the dashboard from the first group and moves it to the group you’ve selected. A copy of all dashboards will always be found in the permanent group All Dashboards, as well as in Your Dashboards if you’re the creator.
If you want to copy a dashboard, so that it appears in two or more groups, click on the menu next to the dashboard’s name, in the right-hand column, and choose the option Add to group. You can then choose where you want to add the dashboard while keeping it in the first group.
Next to each group name, in the left-hand column, is a pop-up menu. This is where you go if you want to rename your group, protect it with a password, or get an URL to share it with your clients (#4 on the picture below).
2 – Dashboards
The right-hand column is all about dashboards. To create a new dashboard, select the group All Dashboards and click on the button New dashboard, located in the top right-hand corner of the screen (#1 on the picture below). Next to this button, you can see how many dashboards you can still create in your account (#2 on the picture below).
Like for the groups, you can sort your dashboards by names (alphabetical or reverse alphabetical order) or by creation date (ascending or descending order) (#3 on the picture below). Please note that the order you choose will apply to all the dashboards in every group.
You can select more than one dashboards by pressing the shift key and clicking on the desired dashboards. Once you’re done, you can click right to see a menu. The options in the menu will apply to all selected dashboards. If you want to open the dashboards in new tabs, make sure pop-up windows are allowed in your browser. If pop-up windows are blocked, only one dashboard will open.
Next to each dashboard name is a pop-up menu in which you can rename your dashboard, clone it, manage its data sources, and so on (#4 on the picture below). Next to this pop-up menu is an info button which provides you with information about your dashboards; you can see the author of the dashboard, the date of creation, the integrations connected to it and in which group(s) it is (#5 on the picture below).
3 – Top navigation bar
The top navigation bar, at the top of your screen, contains the search box. Any search you do will give you results in both your groups and your individual dashboards.
You’ll also find three icons in this top navigation bar: the first one is the notification icon, which shows you the most recent system updates we have made to the tool, the second is our support hub, where you will find a link to our help center, to our blog, to our weekly reporting tips, and to contact your account manager, and the last one is your user menu.
4 – Shortcuts
You can use the following shortcuts to work more easily with your dashboards:
- • To highlight a dashboard: single-click on it
- • To move a dashboard to another group: highlight it and drag it to its new destination
- • To highlight multiple dashboards: hold the shift key and single-click on each of them
- • To open the menu: right-click on the group or the dashboard
When multiple dashboards are highlighted simultaneously, whatever action you choose from the menu will apply to the whole selection. Please note that to do this, you have to open the menu with a right-click; if you just click on the menu icon, you’ll end up canceling the highlight.
If you have any questions or need a little help getting the feel for the dashboard manager, our support team is always there for you!