Managing Custom Dashboards

Written By Laudonia (Collaborator)

Updated at September 4th, 2024

The Multiple Dashboards feature significantly enhances the flexibility and functionality of your dashboard experience. This advanced capability allows users to create, manage, and customize multiple dashboards, tailored to their specific data visualization needs. By leveraging this feature, users can substantially improve their analytical capabilities, ensuring a more intuitive and personalized experience.

Key Benefits

  1. Increased Flexibility: Efficiently manage and visualize data across multiple dashboards, moving beyond the constraints of a single view.
  2. Time Efficiency: Save time and effort by cloning dashboards for quick setup and modifications.
  3. Precise Control: Utilize custom permissions to share data selectively and securely.
  4. Streamlined Insights: Keep your workspace organized by deleting unnecessary dashboards and pinning essential ones for easy access.

Key Features

Creating Dashboards

Compile data and insights as needed by creating a new dashboard.

Pinning Dashboards

Pin important dashboards for quick access. 

 

Cloning Dashboards

Duplicate existing dashboards to facilitate efficient modifications and reduce redundant setup tasks. This feature is available to users with Full and View-only access.

Default Dashboard

Set a default dashboard for all users to start with critical information. Default dashboards function as the main landing page for all users, whereas pinned dashboards represent personalized favorites that individual users can swiftly access.

Time Zone Synchronization

Synchronize dashboard data with local time to enhance efficiency and accuracy.

Managing Permissions

Owners and users with full access can manage permissions and set dashboards as private to restrict visibility.

Deleting Dashboards

Owners can delete unnecessary dashboards to organize the workspace. Deleted dashboards are permanently removed from the account, helping users maintain a clutter-free workspace.

Granular Insights and Exporting Data

Click on a data point within any chart or widget component to view detailed records.

Export records as a CSV file using the export icon.

📌Note: Please refrain from switching or closing the tab during an ongoing export process. 
Granular Insights does not currently support widgets dependent on third-party platforms such as Facebook and Google.

By incorporating these features, users can greatly improve their dashboard management, ensuring a more efficient and organized approach to data visualization and analysis

Frequently Asked Questions

Q: Can I clone an existing dashboard?

  • A: Yes, users with Full and View-only access can duplicate dashboards for easy modification.

Q: How do I pin a dashboard?

  • A: Use the pin option to mark important dashboards for quick access.

Troubleshooting Tips

Issue: Permission changes not saving

  • Solution: Confirm that you have the necessary permissions to manage the dashboard. Refresh the page and try again.

Issue: Data mismatch due to time zones

  • Solution: Use the time zone synchronization feature to align dashboard data with your local time.