A dashboard is a collection of reports that allows you to view your most important metrics at a glance.

To create a dashboard in Reports, navigate to Revenue Diagnostics > Reports in the upper navigation and then click Create new in the upper left corner of the Reports page.

From there, you have two options:

To use a template, click Use a template, scroll or search for the template that best describes the metrics you're looking to analyze, then select that template. Doing so will add the template to your list of Private dashboards.

To duplicate a dashboard, hover over the name of the dashboard you'd like to duplicate in the Your dashboards list, click the three dot menu, then click Duplicate.

You can also click into the dashboard you'd like to duplicate, then click on the options menu in the upper header of the dashboard, then click Duplicate.

Duplicating from the list of dashboards:

Duplicating from dashboard itself:

To delete a dashboard, hover over the name of the dashboard you'd like to delete in the Your dashboards list, click the three dot menu, then click Delete.

You can also click into the dashboard you'd like to duplicate, then click on the options menu in the upper header of the dashboard, then click Delete.

Duplicating from the list of dashboards:

Deleting from dashboard itself:

To add a chart or table to an existing dashboard, scroll to the bottom of the dashboard and click Add content. From there, you can build the chart or table you'd like to add to the dashboard, click Save, and the new content will be saved to the dashboard.

There are a few ways in which you might edit the contents of a dashboard. You might want to apply a global date range or filter set to all the contents in a dashboard. Or you might want to edit a single chart or table.

Date selections on dashboards will start with Default selected, unless overridden. What this means is that the dates for each chart on the dashboard are specific to each of those charts and will be listed in the chart headers.

To override chart-specific date selections and set a global date range to your dashboard, select a date other than Default. That will change all charts and tables on the dashboard to have a single date selection. Click Save at the top of the dashboard to save these changes for the future.

With Default dates selected:

With a dashboard-level custom date range selected:

To filter the contents of an entire dashboard, click Add filter at the top of the dashboard, add your desired filters, and then click Save in the top right corner to save your changes. This will filter each chart or table to only include data that meets the dashboard filter criteria.

You will see that if you click into an individual chart, that filter is applied in a read-only, uneditable mode.

Rendering provider filter added as a global dashboard filter:

That dashboard-level rendering provider filter will be read-only when I click into an individual chart:

To edit an individual chart or table on a dashboard, click the header of the chart within the dashboard. This will open the chart editor page, where you can make any desired changes to that chart. Make sure to click Save in the upper right corner of the chart editor to save your changes.

Hover and click on the chart header. This will open the editor where you can edit your chart and save your changes:

To delete a chart or table from a dashboard, click the three dot menu in the upper right corner of the frame you'd like to delete, and then click Delete chart. This will remove the chart or table from the dashboard.

You have three levels of permissions when it comes to views:

Dashboards you create will be Private to you by default, unless you explicitly change that. To change the permissions of a view, click the permission icon in the dashboard's header and select your desired permission level. Then click Save.