👤 Roles: Admin, Partner Admin, Office Admin

Overview

Once you're comfortable navigating dashboards and using filters, you can start tailoring reports to better fit your needs. This article covers how to customize existing dashboards — rearranging layouts, managing visualizations, organizing with tabs, exporting data, and scheduling automatic report delivery.

Browsing the Data Catalog

Before customizing a dashboard, it helps to know what data is available. The data catalog is a browsable list of all the metrics, facts, and attributes you can use in your reports.

To explore it:

Open the Analyze tab in your reporting workspace.
The data catalog panel on the left shows all available items, organized alphabetically or by group.
Use the filter buttons at the top to narrow by type: Metrics, Facts, or Attributes.
Use the search bar to find specific items by name.

Items in the catalog are what power your visualizations. Metrics are calculated values (like total revenue or average miles per trip). Facts are raw numerical data points. Attributes are categories you can group or filter by (like customer name, region, or driver).

Editing a Dashboard

Dashboard edit mode showing the drag-to-add panel and saved visualizations

To customize an existing dashboard, you need at least Edit & Share permission on that dashboard.

Open the dashboard.
Click Edit to enter edit mode.
Make your changes (described in the sections below).
Click Save when you're done.

While in edit mode, you have full control over the dashboard layout, filters, and content.

Customizing the Dashboard Layout

Dashboards use a flexible grid layout. You can rearrange and resize visualizations to create the view that works best for your team.

Rearranging Visualizations

Drag and drop any visualization to move it to a new position on the dashboard. Visualizations will snap into place on the grid.

Resizing Visualizations

Hover over the edge or corner of any visualization and drag to resize it. Each visualization has a minimum width to ensure readability.

Adding Visualizations

Hover over a widget to access Configuration and Remove options

To add a visualization that already exists:

In edit mode, you'll see a Saved visualizations catalog on the left.
Drag and drop a visualization from the catalog onto the dashboard.
Position and resize it as needed.

Removing Visualizations

Hover over a visualization, click the (...) button, and select Remove to take it off the dashboard. This doesn't delete the visualization itself — it only removes it from this dashboard.

Configuring Individual Visualizations

Configure date mapping and cross-filtering behavior for each widget

Hover over a visualization and click the (...) button, then select Configuration to access options like:

Hide title — remove the visualization title from the dashboard display.
Change description — add context that appears on hover.
Disable filters — prevent specific dashboard filters from affecting this visualization.
Enable zoom — allow users to zoom into the visualization for closer inspection.

Organizing with Tabs and Sections

Dashboard Tabs

Tabs let you split a dashboard into multiple pages, each with its own set of visualizations. This is useful for organizing large dashboards by topic (e.g., "Revenue" on one tab, "Operations" on another).

In edit mode, click the + icon next to the existing tab name to add a new tab.
Name the tab and drag visualizations into it.
Each tab can have its own independent filters.

Dashboard Sections

Within a tab, you can organize visualizations into named sections.

Drag a visualization to a new area to create a section.
Click the section header to add a title (max 256 characters) and description (max 1,024 characters).
Rearrange sections by dragging the section header.

Adding Rich Text

You can add text blocks to your dashboard to provide context, instructions, or annotations alongside your data.

In edit mode, drag a Rich Text widget onto the dashboard.
Enter your text using Markdown formatting (headings, bold, italic, lists, links, and images are all supported).
Position the text block like any other visualization.

Rich text is useful for adding explanations of what a metric means, calling out key takeaways, or linking to related resources.

Configuring Dashboard Filters

Dashboard settings control cross-filtering, saved views, and alert behavior

As a dashboard editor, you have additional control over how filters behave.

Adding Attribute Filters

In edit mode, drag and drop an Attribute Filter widget into the filter bar at the top.
Select the attribute from the dropdown menu.
Click Save.

Configuring Filter Behavior

Click the cogwheel icon on any filter to access configuration options:

Title — rename the filter to something more descriptive.
Selection mode — switch between multi-select (users can pick several values) and single-select (users pick one value at a time).
Display value — if an attribute has multiple labels, choose which one to show.
Filter values — restrict the dropdown to show only values relevant to the visualizations on the dashboard (e.g., show only active customers instead of all customers).
Mode — control whether the filter is interactive (users can change it), locked (visible but not changeable), or hidden (filters the data invisibly).

Creating Dependent Filters

You can link filters so that the selection in one narrows the options in another.

In edit mode, click the cogwheel on the filter you want to make dependent.
In the Filter Values By section, select the parent filter(s).
Click Save.

For example, linking a State filter to a Region filter means selecting "Northeast" in Region will show only northeastern states in the State dropdown.

Exporting Dashboards and Data

You can export dashboards and individual visualizations in several formats for offline use or sharing.

Dashboard Exports

PDF snapshot — a full-page capture of the dashboard as it currently appears, including all active filters.
Slide deck (PDF or PPTX) — a multi-page presentation where each visualization becomes its own slide. Great for meetings and stakeholder reviews.
Data export (XLSX) — the raw tabular data behind the dashboard, exported as an Excel spreadsheet.

Widget-Level Exports

For individual visualizations:

PNG — a snapshot image of the visualization.
CSV — the raw data behind the visualization.
PDF — a formatted single-page export.

To export, click the (...) button on a dashboard or visualization and select your preferred export format.

💡 Tip: All exports reflect the current filters and layout. If you want to export a specific filtered view, apply your filters first, then export.

Scheduling Recurring Exports

Configure automated export delivery with recipients and schedule

Instead of manually exporting, you can set up scheduled exports that are delivered to your inbox automatically.

Open the dashboard.
Click Schedule export (or find it under the (...) menu).
Configure:
- Format — PDF snapshot, slide deck (PDF/PPTX), or data (XLSX).
- Frequency — how often the export should run (daily, weekly, monthly, etc.).
- Recipients — email addresses that should receive the export.
Click Create.

Scheduled exports are sent as email attachments. They always reflect the latest data at the time the export runs.

ℹ️ Note: Your administrator must configure email destinations before you can schedule exports. If you don't see the scheduling option, contact your admin.

FAQs

Q: Can I undo changes I made in edit mode?

A: Yes. While in edit mode, use the Undo and Redo buttons in the toolbar. If you've already saved, you'll need to manually revert your changes.

Q: Will removing a visualization from a dashboard delete it?

A: No. Removing a visualization from a dashboard only takes it off that dashboard. The visualization itself remains saved and available in the catalog for use on other dashboards.

Q: Can I schedule different exports for the same dashboard?

A: Yes. You can create multiple scheduled exports with different formats, frequencies, and recipients.

Q: Why can't I edit a dashboard?

A: You need Edit & Share permission on the dashboard. Ask the dashboard owner or your administrator to adjust your access.

Customizing Reports and Dashboards