Quick Start: Build and Share Your First Dashboard
Dashboards display multiple reports, in one or more Dashboard Pages. This guide assumes you have saved at least one report (see Quick Start: Build Your First Report).
Build it
- From Home, select your Connection Page, then click + Create, then Create Dashboard to open the Dashboard Editor.
- Reports are listed in the left panel. Drag and Drop a Report onto the Canvas. Repeat and follow the placement guides. Dropping a report into the center guide of another report will replace the report.
- Move Reports by grabbing its Navigation handle and dragging it into another guided position.
- Click Add Multiple Pages to add another page. Repeat Add Reports steps.
- Add Filters to your Dashboard by clicking the Create Filters button.
- Click the orange Save button to Save your work.
- Click View on the Menu to View the Dashboard.
Share it
- To share a dashboard with other users in your account, see Dashboard Distribution.
- To schedule an email send of this dashboard every Monday at 7AM, click Scheduling from the Menu, then the green Add button, choose Add Multi-Report/Dashboard Delivery, and follow the prompts. Also see Scheduling.
Next steps
- Dashboards covers layouts, styling, repeaters and the table of contents.
- Dashboard and Report Filters explains how the two interact.
- Embedding Reports and Dashboards puts a dashboard inside another system.





