👤 Roles: Admin, Partner Admin, Office Admin

Overview

Alvys Reports and Dashboards give you an at-a-glance view of key performance indicators and operational data to support decision-making across your business. This article walks you through the essentials: navigating your dashboards, filtering data, drilling into details, and sharing reports with your team.

Navigating to Your Dashboards

Dashboards are interactive displays that bring together multiple visualizations — charts, tables, and headline metrics — into a single view. To access them:

Click Reports in the left-hand side navigation panel.
Select the Dashboards tab to see all available dashboards.
Click on any dashboard to open it.

Dashboards that have been shared with you appear in your main list. Dashboards you create are visible only to you until you share them with others.

💡 Tip: If you don't see a dashboard you're expecting, check with your administrator — they may need to share it with you or adjust your permissions.

Understanding What You See

The Operational Dashboard showing KPI headlines with sparklines and the filter bar

When you open a dashboard, you'll typically find:

Visualizations — charts (bar, line, pie, column, etc.), tables, and headline numbers showing your key metrics. Visualizations can include a (?) help icon. Clicking this icon displays a short description that explains what the metric or chart represents and how it should be interpreted.
Date Range Filter — at the top of the dashboard, controlling what time period the data covers. By default, new dashboards often show just the previous month.
Attribute Filters — additional filters (such as by customer, region, or driver) that let you narrow down what's displayed.
Tabs — some dashboards organize content across multiple tabs, each with its own set of visualizations and filters.

Filtering Your Data

Filters are the primary way you focus a dashboard on the data that matters to you. There are several types available:

Date Filters

Click the Date range dropdown to select a preset or custom date range

The date filter at the top of the dashboard controls the time range for visualizations that are configured to use a date field (for example: Created At, Delivered At, or Invoiced At). Click it to choose from:

All time — includes all available data.
Predefined periods — quick selections like "Last 7 days," "This month," "Last quarter," "Year-to-Date," etc.
Static period — a fixed date range you specify (e.g., January 1 to March 31, 2026).
Relative period — a rolling range relative to today (e.g., "Last 2 months to next 1 month").

After making your selection, click Apply to update the dashboard.

ℹ️ Note: Some dashboards may have additional date filters for specific purposes — for example, filtering by ship date separately from delivery date. Each targets a different date dimension.

Attribute Filters

Attribute filters let you select specific values to narrow your data

Attribute filters let you narrow the data by specific categories available on the dashboard, such as Customer, Carrier, Lane, Equipment, or Load Status.

When a new visualization is added to a dashboard, its fields are typically connected to all existing dashboard filters by default. This means the visualization will respond to the dashboard’s attribute and date filters unless the configuration is changed.

Click on an attribute filter in the filter bar.
Select or deselect the values you want to include.
Click Apply.

Some dashboards support dependent filters, meaning that selecting a value in one filter can limit the available options in other related filters.

For example, if you select a specific Customer, other filters such as Lane, Carrier, or Equipment may automatically show only the values that exist for that customer in the data.

This behavior helps ensure that filter options remain relevant and prevents selecting combinations that do not exist in the dataset.

Cross-Filtering

Clicking a chart element cross-filters other widgets on the dashboard

Cross-filtering is enabled by default on most dashboards. It lets you click on any data point within a visualization — such as a pie chart slice or a bar in a chart — to instantly filter the entire dashboard by that value. Clicking a different data point replaces the previous cross-filter. To clear it, click Reset all filters.

Applying Multiple Filters at Once

If your dashboard has many filters, you may see the option to adjust several filters before applying them all together. Change the filters you need, then click Apply to update everything at once rather than reloading after each change.

Saving Your Filter Presets

Save and manage your personalized dashboard views

If you find yourself using the same filter combinations regularly, you can save them as Saved Views for quick access.

Apply the filters you want to save.
Click My Views in the filter bar.
Save the current filter state with a name.
Optionally, set it as your default view so the dashboard opens with those filters automatically.

To load a saved view later, click My Views and select the one you want. Your saved views are specific to each dashboard.

💡 Tip: If new filters are added to a dashboard after you created a saved view, those new filters will reset to "All" when you apply your saved view. You can update your saved view to include the new filter settings.

Drilling into Details

Drilling lets you click on elements within a visualization to explore the underlying data in greater depth. Depending on how the dashboard was configured, there are several drill behaviors you may encounter:

Drill into visualization — clicking a data point (like a bar or line point) opens a new visualization in a dialog, showing a different breakdown of that data. For example, clicking a region on a revenue chart might show the product categories driving that region's revenue.
Drill into dashboard — clicking a data point navigates you to another dashboard tab or section, carrying over any active filters. For example, clicking a product category might take you to a detailed product dashboard filtered for that category.
Drill down — clicking a data point filters the same visualization to show a more granular breakdown. For example, clicking a region might show the individual states within that region.

When a drill is available, your cursor will change to indicate the element is clickable.

Sharing Dashboards

Access export, scheduling, and alert options from the three-dot menu

You can share dashboards with other users and groups in your organization.

Open the dashboard you want to share.
Click the Share button in the top right corner.
Click + Add to find users or groups.
Select the permission level:
- View — the user can view and interact with the dashboard.
- View & Share — the user can also share the dashboard with others.
- Edit & Share — the user can edit the dashboard layout and share it.
Click Share to confirm.

Sharing a Filtered View

Export your dashboard as PDF or PowerPoint

When you have filters applied and open the Share dialog, you'll see a Link section with a URL that preserves your current filter state. Send this link to colleagues so they see the exact same filtered view.

ℹ️ Note: Recipients must already have permission to access the dashboard. The shareable link does not grant access — it only preserves filter settings.

Setting Up Alerts

Set up alerts to get notified when metrics cross a threshold

Alerts notify you when a key metric crosses a threshold you care about, so you don't have to constantly check the dashboard.

Open a dashboard.
Hover over a visualization and click the (...) button.
Select Alerts.
Click Create.
Configure the alert:
- Choose the metric to monitor.
- Set the condition (e.g., greater than 100, drops below 50, changes by more than 10%).
- Select the destination (notification panel, email, or webhook).
- Add recipients.
- Give the alert a display name.
Click Create.

You can pause, edit, or delete alerts at any time from the same alerts dialog.

💡 Tip: For time-based visualizations (like line or column charts grouped by quarter), you can create alerts that compare the current period to the previous one — useful for spotting trends or seasonal changes.

Resetting Filters

Your filter selections are saved locally in your browser so they persist when you return to the dashboard. To start fresh, click the Reset all filters button to revert everything to default settings.

FAQs

Q: I don't see any dashboards — where are they?

A: Dashboards must be shared with you before they appear. Ask your administrator to share the relevant dashboards with your account.

Q: Why does a dashboard look different than what my colleague sees?

A: Each user's filter selections are saved locally. Your colleague may have different filters applied. Use the shareable link feature to share exact filter states, or reset to defaults.

Q: Can I undo a drill action?

A: Yes. When you drill into a visualization, a back button or close option will return you to your previous view.

Q: What happens if I click Reset all filters?

A: All filters revert to their default values as set by the dashboard creator. Cross-filters are also cleared.