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
  1. From Home, select your Connection Page, then click + Create, then Create Dashboard to open the Dashboard Editor.
  2. 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.
  3. Move Reports by grabbing its Navigation handle and dragging it into another guided position.
  4. Click Add Multiple Pages to add another page. Repeat Add Reports steps.
  5. Add Filters to your Dashboard by clicking the Create Filters button.
  6. Click the orange Save button to Save your work.
  7. Click View on the Menu to View the Dashboard.
Share it
  1. To share a dashboard with other users in your account, see Dashboard Distribution.
  2. 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