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Dashboard Basics

Dashboards combine multiple reports into a single page. To get started, open up an existing dashboard or create a new one by selecting the data source you want to create the dashboard on. Select "Create", then choose "Create Dashboard".

Easy Insight offers its original dashboard editor and a new dashboard editor. If you're not already in the new dashboard editor, click on 'Try our new dashboard editor!' at the top of the screen.

Once you're in the new dashboard editor, you can simply drag reports, text, and image components into the dashboard:

You can create different report layouts on the dashboard by dragging new reports into the dashboard. For example, the video below shows how to add a single report above two side-by-side reports:

You can also pick up existing reports in your dashboard by clicking on the Move icon next to the report name and moving the report to a new position on the dashboard:

By dropping a report on top of an existing report, you can easily replace an existing report with a new report:

You can divide a dashboard into multiple pages by clicking on the ‘Add Multiple Pages’ link at the top of the dashboard:

You can resize reports on the dashboard by clicking and dragging the report to the size you want:

Once you have a dashboard assembled, you can click the Save button in the upper left. Click on Navigate -> End User to see the dashboard in the non-editor version.

Dashboard Level Filters

If you put filters at the top of the dashboard, these filters will automatically apply across all reports in the dashboard.

Filter Rules

In some situations, you might have a dashboard level filter that you want to apply to a different field at a report level. For example, you might have a filter on Sales Rep at the dashboard level, while the appropriate field for the filter at the report level is Activity Author. You can use filter rules to link the two filters. Edit the dashboard level filter and populate the Filter Rule field with one value (for our earlier example, we might use Rep as the filter rule). Edit the report, edit the filter, and populate the Filter Rule with the same value as used in the dashboard. In the dashboard end user view, the two filters will be linked so that whatever value is chosen at the dashboard level is applied as well to the report level.

Putting Filters on a Single Page

If you want to put filters on a single dashboard page, you can put a single Page in the section where you want the filter, then define the filters by clicking on Page Options and doing Add Filter.

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