Dashboards

Dashboards are individual chart or data-view tiles inside reports.

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Overview

Use dashboards when you need one saved view of data: a chart, table, summary, single value, or another supported visualization. Dashboards belong to reports. The Reports page opens the report list. A report detail page shows the dashboards inside that report. Opening a dashboard takes you to the dashboard detail page, where you configure the chart and save dashboard settings. Go to Reports.

Dashboards are available on Startup and higher. The Free plan has a dashboard limit of 0; Startup includes up to 9 dashboards, Business includes up to 50, and Enterprise is unlimited in the current client policy.

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Work with dashboards

Dashboards can be created, opened, configured, saved, duplicated, copied as images, downloaded as images, edited, and deleted depending on permissions.

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Create a dashboard

Create a dashboard when a report needs a new chart or saved data view. Dashboards are created from inside a report. Use New dashboard on a report detail page, or use the command menu when a report is active.

Dashboard creation starts on the Startup plan. Admins can review Settings > Billing if dashboard creation is unavailable.

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Open a dashboard

Open a dashboard to review and configure its saved chart or data view. The dashboard detail page includes a back button to return to the parent report or report list. It also includes controls for chart settings and save/revert actions when dashboard settings change.

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Configure a dashboard

Dashboard configuration is stored on the dashboard itself. Common controls include:

• Data source for choosing the underlying data.
• Filters for narrowing the data.
• Segment and group controls for splitting results.
• Sort for ordering the output.
• Visualization for selecting the chart type.
• Interval for grouping time-based data.
• Aggregation for deciding how values are summarized.
• Description for explaining the dashboard.

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Save dashboard settings

When dashboard settings change, the header shows save and revert actions. Save stores the encoded dashboard settings. Revert resets the working chart state to the last saved configuration.

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Duplicate a dashboard

Duplicate a dashboard when you want another tile with the same starting configuration. Duplicating creates a copy that can be edited separately. The duplicate can remain in the same report or be copied into another report through supported flows.

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Copy or download chart images

Dashboard context menus support copying or downloading the chart as an image where available. Use this when you need to paste a chart into a customer update, internal review, or leadership summary without rebuilding the view elsewhere.

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Open raw data

Use Go to raw data when you need to inspect the records behind a dashboard. Depending on the dashboard data source, Sayless can route you to tickets, broadcasts, inbox conversations, or metric events with report parameters applied.

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Delete a dashboard

Delete a dashboard only when it should no longer be available.

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Dashboard contents

Dashboard content is built from a saved chart configuration.

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Data source

Choose the data source the dashboard should use. Supported raw-data destinations in the current client include tickets, broadcasts, conversations, and metric events.

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Filters and grouping

Use filters, segments, groups, and sorting to narrow the dashboard to the specific question it should answer.

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Visualization

Choose the visualization that best fits the data. Available chart types include line, bar, stacked bar, pie, table, single value, summary, and circle-style visualizations where configured.

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Placement in a report

Dashboard placement is managed from the parent report. Open the report to move or resize dashboard tiles and save the report layout.

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Dashboard maintenance

Dashboards should stay useful as reporting needs change.

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Rename or edit dashboards

Update the dashboard name, icon, or description when its purpose changes.

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Update stale configuration

Change filters, data source, aggregation, interval, or visualization when the saved chart no longer answers the right question.

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Delete unused dashboards

Delete dashboards that are no longer part of a report workflow.