Creating Dashboards in Historical Reporting

Dashboards consist of one or more visuals (such as charts and tables) that present data. Each dashboard can have multiple tabs in it, adding a layer of organization available to you. To create dashboards, you must have:

  • Historical Reporting enabled for your tenant. 

    Please contact your account representative for more information if this is not currently enabled.

  •  A role that has the CONFIG_REPORTING_BI_VIEW permission.

Creating a Dashboard

  1. Go to Reporting > Historical Reporting.
  2. In the side menu, click Author Dashboard ().

    You are taken to a blank dashboard and the Visual Gallery opens.

  3. In the Visual Gallery window, click Add next to any charts or tables that you want to add to the dashboard.

    You can come back to the Visual Gallery later if there are more charts or tables that you want to add.

  4. Click Done to close the Visual Gallery and return to the dashboard.

The charts you've added are now on the dashboard. 

Configuring Dashboard Settings

By default, dashboards are named Untitled Dashboard. One of the first things we recommend you do is rename the dashboard. Give your dashboards unique names so that you can differentiate them on the Home page.

To rename the dashboard:

  1. Next to Untitled Dashboard, click the gear ().
  2. Click Rename.
  3. In the window that opens, enter a Name.
  4. Click Save.

Additionally, you can:

  • Set the global for the dashboard (tenant, timezone, date, direction, channel, and flagged). These filters apply to all tabs on your dashboard.
  • Set the frequency to refresh dashboard data. By default, the frequency is set to 0 seconds so you must manually reload the dashboard to see new data. To change the frequency, select the desired frequency from the Reload every drop-down menu below the data source filters.

Designing the Dashboard

You can make more design changes like the following:

  • Move visualizations: If you want to move the visualizations, click in the panel header and drag the panel. A yellow indicator appears to show where your panel will be located when you drop it.
  • Add tabs to the dashboard: Click the plus sign () next to the last tab on the dashboard. See also Managing Dashboard Tabs in Historical Reporting.
  • Add more charts: Click the gear () next to the tab name and then click Add from Visual Gallery. See also Adding and Removing Visualizations on Dashboards in Historical Reporting and Adding and Removing Texts and Images on Dashboards.
  • Change the layout: By default, dashboards have three columns. To change the layout:
    1. Click the gear next to the tab name and click Change Layout.
    2. In Number of Panel Columns, select either:
      • The number of columns (1, 2, 3, etc): Arranges your tab into columns. You can move visualizations only into the predetermined columns. If desired, you can adjust the width of the columns.
      • Free-form: Stacks visualizations on top of each other. There aren't any predetermined columns. You can move the visualizations anywhere on the dashboard.
    3. Click Done.

    See also Changing the Tab Layout on Custom Dashboards in Historical Reporting

  • Add more filtering: In addition to the dashboard global filters, you can add global filters to dashboard tabs or local filters to charts.

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