Create and use dashboards

Learn how to find the dashboards you have access to and explore them. You'll select data in a chart and choose Focus to filter every widget, add and pin dropdown filters, apply one period across all widgets, and open a widget's data in the grid with Analyze. You can also share a dashboard, download it as a PDF, or view it full screen.

Learn how connected widgets highlight the same entity across a dashboard, and how Focus filters everything down to your selection. You'll add and pin your own filters, see which widgets respond to them, and apply a single period across every widget, then use Reset to return to the default view.

Learn how to start a new dashboard from the Dashboards tab on the homepage or from the side navigation menu. You give it a name and an optional description, which appears under the name on the homepage, then create it and open it, ready to build.

Learn how to shape a dashboard in edit mode, if you have permission to edit it. You'll add sections with preset or custom layouts, add and manage widgets, split a dashboard into tabs, and format its appearance. Your changes stay private until you publish them, and each publish saves a revision you can restore.

Learn how to add a widget from a dashboard or from Analytics or Financial Statements. You'll choose a chart type for what you want to show, such as bar, line, pie, value card, gauge, or waterfall, set options like colors and whether it responds to filters, then name it and add it to an existing or new dashboard.