Once you are comfortable navigating dashboards and using filters, you can start tailoring reports to better fit your needs. This article covers how to customize, personalize, edit, and set up existing dashboards, including rearranging layouts, managing visualizations, organizing with tabs and sections, adding rich text, exporting data, and scheduling automatic report delivery. If you are looking to personalize, edit, or configure your analytics views, this is where to start. People also call this customizing dashboards, editing reports, building dashboards, or tailoring your reporting workspace.

Reports live under the Reports area of Alvys. Open a dashboard from there to view it, and use the Analyze view in your reporting workspace to browse available data and build visualizations.

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 view; 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. 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).

To customize an existing dashboard, you need permission to edit dashboards in your workspace (see Settings and Permissions). Open the dashboard, click Edit to enter edit mode, make your changes, then click Save. While in edit mode, you have full control over the dashboard layout, filters, and content.

Dashboards use a flexible grid layout. Drag and drop any visualization to move it to a new position; visualizations snap into place on the grid.

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

In edit mode, look for the Saved visualizations catalog on the left, drag and drop a visualization onto the dashboard, and position and resize it as needed.

Hover over a visualization, click the three-dot button, and select Remove. This does not delete the visualization itself; it only removes it from this dashboard.

Hover over a visualization, click the three-dot button, then select Configuration for options like Hide title, Change description, Disable filters, and Enable zoom.

Tabs let you split a dashboard into multiple pages, each with its own set of visualizations. In edit mode, click the plus icon next to the existing tab name to add a new tab, name it, and drag visualizations into it. Each tab can have its own independent filters.

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), and rearrange sections by dragging the section header.

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 supported), and position it like any other visualization.

In edit mode, drag an Attribute Filter widget into the filter bar at the top, select the attribute from the dropdown, and click Save.

Click the cogwheel icon on any filter for options: Title, Selection mode (multi-select or single-select), Display value, Filter values (restrict the dropdown to relevant values), and Mode (interactive, locked, or hidden).

In edit mode, click the cogwheel on the filter you want to make dependent, then in the Filter Values By section select the parent filter or filters and click Save. For example, linking a State filter to a Region filter means selecting "Northeast" shows only northeastern states.

Dashboard export options: PDF snapshot (full-page capture as it currently appears, including active filters), Slide deck (PDF or PPTX) (each visualization becomes its own slide), and Data export (XLSX) (raw tabular data behind the dashboard).

For individual visualizations: PNG (snapshot image), CSV (raw data), and PDF (formatted single-page export). To export, click the three-dot button on a dashboard or visualization and select your format.

Open the dashboard, click Schedule export (or find it under the three-dot menu), and configure: Format (PDF snapshot, slide deck PDF/PPTX, or data XLSX), Frequency (daily, weekly, monthly), and Recipients. Click Create. Scheduled exports are sent as email attachments and always reflect the latest data at the time the export runs.

Users with the Admin, Partner Admin, or Support role have reporting access, as does any user assigned a reporting role of Analytic or Viewer. A Viewer can open and view dashboards. An Analytic user can analyze data, build and author dashboards and visualizations, and set up scheduled exports when the workspace is on the Custom tier. On the Free tier, dashboards are read-only; admins can share Alvys-curated dashboards, but no one can author new dashboards or visualizations. To edit and save dashboards, build visualizations, or schedule exports, your workspace must be on the Custom tier and you must have an Admin role or an Analytic reporting role.

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 have already saved, you will 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: Editing requires the Custom workspace tier plus an Admin role or an Analytic reporting role. If your workspace is on the Free tier, dashboards are read-only. If your reporting role is Viewer, you can view dashboards but not edit them. Ask your administrator to adjust your workspace tier or your reporting role.