Dashboards

A dashboard is a visual page of components, each fed by a source report. The running user decides whose data access the dashboard uses: one fixed person, or whoever is looking at it.

Components

• Component types: Charts (bar, line, donut, funnel, scatter), gauges, metrics, and tables. Each component has one source report.
• Source reports: Charts and gauges use the report's groupings, so the source report is usually a summary or matrix report.
• Size: A dashboard can hold up to 20 components.
• Drill down: Clicking a component opens its source report or a filtered view of it.

Running user and dynamic dashboards

• Run as a specified user: Everyone sees the data that one user can see. Good for a company-wide view, but viewers may see records they couldn't open themselves.
• Run as the logged-in user (dynamic dashboard): Each viewer sees only their own data access. Use it when one dashboard should serve many people with different visibility.
• Limits: The number of dynamic dashboards depends on the edition, and dynamic dashboards can't be scheduled for refresh.
• View dashboard as: Lets some viewers switch whose data they see, for example a manager looking at the dashboard as one of their reps.

Filters and sharing

• Dashboard filters: Up to three filters let viewers narrow every component at once, such as by region or product line.
• Folders: Dashboards live in folders shared as Viewer, Editor, or Manager, just like reports.
• Subscriptions: Users can subscribe to receive a refreshed dashboard by email on a schedule.
• Viewers also need access to the folders of the source reports to drill into them.