Dashboards allow you to save a set of reports that you can easily share with specific stakeholders. By creating multiple dashboards, you can:
- Get insights at a glance based on different topics or goals
- Share analyses with other team members and assign accountability to key stakeholders
- Set access controls for all team members on Dandi
- Generate DEI reporting for broader audiences
Dashboard Roles & Permissions:
- Administrators and Editors can create dashboards and access all dashboards within an account
- Viewers can view only the dashboards that have been explicitly shared with them. (Learn more about our controls for roles and permissions.)
As an Administrator or Editor, you can create dashboards within your account that will be accessible by other Administrators and Editors. Your My Dashboards page will house all the dashboards you’ve made.
There are a few ways to create a dashboard:
- Click the Create Dashboard button in the left navigation
- Click the Create Dashboard link at the top right of your My Dashboards page
- Generate a report in Explore and add it to a new dashboard
When creating a dashboard, you will be prompted to name it. The name should be relevant to the purpose of this dashboard and the associated reports you will add to it. This will make it easy for you and others to identify it in the list of dashboards. You can change the name of a dashboard at any time.
You'll want to create dashboards based upon you and your stakeholders’ areas of focus. We’ve found that the following types of dashboards often provide the most value:
- These are best for giving a high-level view across various metrics. Note: Dandi creates a company-wide dashboard by default.
- Dashboards centered around specific goals (e.g. addressing BIPOC inclusiveness, reducing the adjusted gender wage gap)
- Dashboards focused on specific departments, business units, or functions, can help leaders and HR partners monitor metrics for their specific teams.
Adding reports to Dashboards
You can add reports to your dashboard by clicking the Add Report link within a dashboard. This will take you to the Report Editor where you can create and customize the report you’re adding to the dashboard. See our Report Editor article for more information on customizing your reports.
You can also add a report to your dashboard directly from Explore. Once you’ve generated a report, click the Add to Dashboard link at the top right to add this report to one of your dashboards.
You can access any dashboard by clicking on it within the My Dashboards page. Once you’re in a dashboard, you’ll be able to see all the reports it contains.
The dashboard layout can be modified by clicking the Edit link at the top right. This allows you to adjust the size of the reports as well as the order in which they are presented. Once in edit mode, simply drag and drop a report to change its location or click on its handle on the right side to adjust its size. Then click Save to save your changes or Cancel to discard them. The changes to the dashboard will appear for all users that have access to it.
Each report within a dashboard is interactive. You can hover over individual segments, click on one or more segments to highlight them, and traverse historical data.
Each report also has several options:
- Explore: Takes you into Explore to perform a deeper analysis of the report
- Export: Exports this report as an image (includes any segments you’ve highlighted or historical time period you’ve selected)
- Edit: Takes you to Report Editor where you can customize the report
- Add to: Adds the report to another dashboard of your choice
- Delete: Removes a report from its current dashboard
You can share dashboards with stakeholders easily and securely. Doing so allows them to view data about their teams, without gaining access to potentially sensitive information about other parts of the business.
Administrator and Editors have access to all the dashboards created in an account. Viewers can only access dashboards that have been explicitly shared with them. When you choose to share a dashboard, you’ll see the list of Administrators and Editors in the shared list. Since these users always have access, their access controls cannot be modified.
When you share a dashboard with an Administrator or Editor, they’ll receive an email notification linking directly to the dashboard. This can be useful if you want to point out or highlight something specific.
When you share a dashboard with a Viewer, you are explicitly providing them access to it, which they previously did not have. They will then be able to view and explore this dashboard within their account. You can always revoke their access by removing them from the shared list within the dashboard.
Team members that need access to specific metrics should be set up as Viewers, and specific dashboards should be created and shared with them. For example, you can set up Viewer accounts for your department heads and create department-focused dashboards that you share with each leader. They then have access to only the metrics relevant to their teams.