--- title: Dashboards slug: dashboards docTags: createdAt: 2025-05-29T12:48:43.000Z --- 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. :::hint{type="info"} 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](https://docs.swimlane.com/dashboards#accessing-dashboards) | | Filter cards at runtime | [Dashboard Operations](https://docs.swimlane.com/dashboards#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](https://docs.swimlane.com/dashboards#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 1. From the global navigation menu, go to **Workspaces**. 2. Select a workspace. 3. Select a dashboard by name. :::hint{type="info"} 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. :::hint{type="info"} 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](https://docs.swimlane.com/dashboards#dashboard-behavior-and-limitations). ::: ::Image[]{src="https://api.archbee.com/api/optimize/n8uUzk0MM4uC57-zlHNtY/zKyMbF48W5YDqpKKF9XOq_image.png" size="74" width="1332" height="754" position="center" showCaption="false"} ## 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\:jQj34bu45BXQE6iRDlysR) - [Dashboard Filtering Options](docId\:DMxkXewxrUYmGbWCxAnHF) - [Share and Download Dashboards](docId\:et-bmwuo6-IskZSt4JTs6) - [Drill-in](docId:-odRETXAVBqOlLV507vtl) - [Workspaces](docId\:sLYBkvzLErvarRgufede6)