Custom Dashboard Management

The Multiple Dashboards feature offers users enhanced control and customization over their data visualization experience. This advanced tool allows for the creation, management, and personalization of various dashboards to meet specific analytical needs. By utilizing this feature, users can significantly boost their ability to analyze data, making their interaction with dashboards more intuitive and tailored to their preferences.

Key Advantages

• Enhanced Flexibility: Easily manage and display data across several dashboards, breaking free from the limitations of a single dashboard view.

• Efficiency Boost: Speed up your workflow by cloning dashboards for quick setup and easy modifications.

• Targeted Control: Apply custom permissions to securely share and restrict access to specific data.

• Organized Workspace: Keep your dashboard environment tidy by removing unnecessary dashboards and pinning the most important ones for quick access.

Essential Features

Creating Dashboards
Design and compile necessary data and insights by generating a new dashboard.

Pinning Dashboards
Mark essential dashboards as favorites for rapid access.

Cloning Dashboards
Easily duplicate existing dashboards to streamline modifications and eliminate redundant setup efforts. This feature is available to users with Full and View-only access.

Default Dashboard Setup
Establish a default dashboard for all users, presenting them with key information upon login. Default dashboards serve as the primary landing page, while pinned dashboards offer personalized quick access options.

Time Zone Alignment
Sync your dashboard data with your local time zone to ensure accuracy and efficiency.

Permission Management
Dashboard owners and those with full access can manage who views or edits the dashboard. Set dashboards to Private to control visibility.

Deleting Dashboards
Dashboard owners have the authority to remove unnecessary dashboards, helping maintain a clutter-free workspace.

Detailed Insights & Data Exporting
Click on any data point within charts or widgets to explore detailed records.

Export data as a CSV file using the export icon.

?Note: Do not switch tabs or close the window during an export process. Currently, detailed insights are not available for widgets that rely on third-party platforms such as Facebook and Google.

Frequently Asked Questions

Q: Can I duplicate a dashboard?
A: Yes, users with Full and View-only access can create copies of dashboards for easier modifications.

Q: How can I adjust dashboard permissions?
A: Click the three dots in the upper-right corner of the dashboard and select "Manage Permissions" to update settings.

Q: What happens when a dashboard is deleted?
A: Deleting a dashboard permanently removes it, helping you keep your workspace organized.

Q: How do I pin a dashboard?
A: Use the pin option to highlight key dashboards for fast access.

Q: How do I set a dashboard as the default?
A: Go to dashboard settings and choose the option to make it the default for all users.

Q: Can data from widgets be exported?
A: Yes, click the export icon on the widget or in the detailed view to download the data.

Q: How is the time zone synchronization managed?
A: The dashboard's data can be aligned with your local time zone for better accuracy and efficiency.

Troubleshooting Tips

Issue: Dashboard cloning fails.
Solution: Verify your access level. Only users with Full and View-only access are permitted to clone dashboards.

Issue: Permission changes aren't saving.
Solution: Ensure you have the correct permissions to manage the dashboard. If the issue persists, refresh the page and attempt the change again.

Issue: Data discrepancies due to time zone differences.
Solution: Use the time zone synchronization feature to align the dashboard data with your local time.

By embracing these features, users can optimize their dashboard management, leading to more efficient and organized data visualization and analysis.