Dashboards

a dashboard is a workspace view of cards (reports, charts, html, or usage stats) for the applications in that workspace use dashboard level all filters and date range to scope many cards at once without editing each report you need permission to access workspaces , dashboards , records , and reports if a dashboard or report is missing, ask your administrator to confirm access choose your path goal where to go open a dashboard accessing dashboards /#accessing dashboards filter cards at runtime dashboard operations /#dashboard operations ( all filters , date range) · dashboard filtering options docid\ dmxkxewxruymgbwcxanhf add, resize, or arrange cards dashboard card operations docid\ jqj34bu45bxqe6irdlysr share, email, or download pdf share and download dashboards docid\ et bmwuo6 iskzst4jts6 click a chart to filter records in search drill in docid odretxavbqollv507vtl card shows wrong data, empty state, or export gap dashboard behavior and limitations /#dashboard behavior and limitations dashboard behavior and limitations these behaviors are intentional they can look like defects if you expect the same rules as search or reports topic behavior all filters scope each all filters entry applies only to report cards whose report belongs to that same application standard chart cards all filters and the dashboard date range merge on top of each report’s saved filters when the card loads widget (pygrid) cards pygrid widgets use custom code; all filters and report filters do not match built in charts widgets are not included in pdf, email, or scheduled exports charts empty data and limits built in charts may show no data to display , an error message, or too many items wording can differ from search because the card runs the saved report table only report cards reports with no chart show a data table in the card chart only empty states do not apply refresh and saved changes refresh re runs the query to pick up saved report edits from another session, reload the dashboard in the browser exports pdf, email, and schedules use each report’s saved filters and chart settings unsaved search edits are not included until the report is saved see share and download dashboards docid\ et bmwuo6 iskzst4jts6 chart drill in chart click opens search with dashboard filters ( all filters , date range) and drill in from your click see drill in docid odretxavbqollv507vtl for steps and grouping limits dynamic card height changing the date range or loading more data can resize chart cards and reflow neighbors some cards may briefly show no data to display until you refresh, resize a card, or reload the page accessing dashboards from the global navigation menu, go to workspaces select a workspace select a dashboard by name dashboards are scoped at the tenant level and can belong to multiple workspaces dashboard operations the dashboard toolbar includes mark as favorite — select the star next to the dashboard name refresh data — reload card data add a card — select + add a card (same flow as from the home page) all filters — apply runtime filters by application see dashboard filtering options docid\ dmxkxewxruymgbwcxanhf date range — select a preset (for example, last 7 days ) or a custom window if no date field is configured for an application, the control is disabled configure fields under settings and schedules → time filters default when enabled today so far sharing — download, schedule, or email snapshots see share and download dashboards docid\ et bmwuo6 iskzst4jts6 manage settings (⋮) — creating a new user dashboard docid\ b9ee4903bylfghh9xdgts , settings and schedules (name, description, permissions), delete dashboard, or edit the workspace dashboard filters apply on top of each report’s saved filters widget (pygrid) cards follow different rules if you have dashboard access but not report access, the card shows a permission message instead of no data to display see dashboard behavior and limitations /#dashboard behavior and limitations dashboard management administrators and orchestrators manage user home pages from management > dashboard see management https //docs swimlane com/management see also dashboard card operations docid\ jqj34bu45bxqe6irdlysrdashboard filtering options docid\ dmxkxewxruymgbwcxanhfshare and download dashboards docid\ et bmwuo6 iskzst4jts6drill in docid odretxavbqollv507vtlworkspaces docid\ slybkvzlervarrgufede6