Skip to main content

Creating and Managing Dashboards

You can manage all created dashboards from the dashboard list page.

Creating a Dashboard​

  1. Click Dashboard in the sidebar menu to navigate to the list page.
  2. Click the + Create New button in the upper right corner.
  3. An empty canvas is created, and you can immediately start designing by adding widgets.
  4. Once you've finished adding and configuring widgets, click the Save button.

Managing the Dashboard List​

[Screenshot] Dashboard list page

Dashboard List

  • Search and Filter: Search by dashboard name, or filter by 'All', 'My Dashboards', or 'Shared' tabs.
  • View Mode Toggle: Choose between card view (grid) or table view (list) based on your preference.
  • Action Menu: Access the following actions through the ... menu on each dashboard card:
    • View: Open the dashboard in viewer mode.
    • Edit: Open the dashboard in edit mode.
    • Duplicate: Copy an existing dashboard to use as a starting point for a new one.
    • Share: Share the dashboard with other users.
    • Delete: Permanently delete the dashboard.

Dashboard Viewer​

[Screenshot] Dashboard viewer mode

Dashboard Viewer

The dashboard viewer is a read-only mode optimized for viewing and analyzing data without editing widgets.

Viewer Features​

  • Date Range Filter: Change the viewing period using the date picker at the top.
  • Auto Refresh: Data is automatically refreshed at configured intervals.
  • Full Screen: Full screen mode is supported for presentations or monitoring.
  • Share Link: Share a URL that includes the current filter settings.

Accessing the Viewer​

  1. Click a card in the dashboard list.
  2. Or click the View button in edit mode.

Editing a Dashboard​

To modify an existing dashboard:

  1. Click the ... menu → Edit on the desired dashboard in the dashboard list.
  2. Or click the Edit button in viewer mode.
  3. Add, modify, or delete widgets, then click the Save button.

Dashboard Settings​

Click the Settings icon at the top in dashboard edit mode to configure the following options:

  • Title: Change the dashboard name
  • Description: Add a description for the dashboard
  • Auto Refresh Interval: Set the data refresh cycle (e.g., 30 seconds, 1 minute, 5 minutes)
  • Default Date Range: The date range that will be applied by default when accessing the viewer