A dashboard is a place for you to display a collection of charts.
It is good practice to create separate dashboards for different topics that you'd like to track. For example, you may have separate dashboards for Growth, Revenue, Inventory, Engagement, etc.
You can create an unlimited number of dashboards.
Add a Dashboard
Go to your organization homepage by clicking the Chartio icon in the upper-left corner of the navigation bar. From there, click the + New Dashboard button to create a new dashboard.
You'll be directed to the New Dashboard form. Title is the only required field, but you may also select a theme, set your Refresh method, and enter a Category. Dashboard Snapshots are enabled by default, but you may disable them if desired.
When finished, click Create Dashboard.
You can access a dashboard's settings at any time by clicking the settings button from the dashboard's sidebar menu.
By default, dashboards automatically refresh their charts on a regular basis. You can adjust this refresh rate, or turn it off entirely.
Note: Whether or not you get fresh data when your Dashboard refreshes is also dependent on your data source's cache duration.
While your Dashboard is open, your charts will automatically refresh at the Refresh Interval you set.
- On Load
Your charts will load with fresh data when the Dashboard is first opened, and will not refresh again unless manually refreshed.
Your charts will not refresh unless manually refreshed.
Editing refresh settings
From the dashboard, select Settings from the sidebar. Find the Refresh Dashboard section and adjust as needed. Click Update to save your changes.
Manually refreshing data
Note: Manually refreshing chart data overrides your data source's cache duration.
To manually refresh all the charts on your Dashboard, click Refresh Data from the dashboard sidebar.
To manually refresh a chart's data, click the menu icon in the upper-right corner of the chart and choose Refresh Chart Data from the dropdown menu.
Chartio lets you select a theme for your dashboard, which applies a unified color scheme to all of your charts. You can choose from one of our default themes, or create your own custom theme.
Select a theme
From your dashboard, click the Settings icon in the sidebar.
Find the Theme section and select a theme from the dropdown menu. When finished, click Update Dashboard to save your changes.
Create a custom theme
From the top navigation, select > Settings.
Switch to the Themes tab, and click New Theme.
Name your theme, and select your colors. The chart and table preview on the righthand side will update to give you a preview of your theme. When finished, click Create.
Set a default theme
Permissions required: Owner
In the top navigation, select , then select Settings. Change the theme in the Default theme dropdown, and click Update to save. Any new dashboards will use the selected theme unless the theme is manually changed in the dashboard's settings.
Auto Apply Variables
By default, your charts update whenever any dashboard variable value changes. If instead you'd like to update multiple variables and apply the changes all at once, you can uncheck Auto Apply Variables in your dashboard settings.
When Auto Apply Variables is unchecked, you'll see an Apply Filters button in the upper right of your dashboard whenever you make any variable changes. Once you're finished updating your dashboard variable values, click this button to apply the variable changes to your charts.
Enabling Snapshots will save a PDF copy of your dashboard at a specified daily interval. This allows you to quickly and easily review historical chart data.
Note: Chartio saves a PDF of your dashboard, so you cannot interact with the Snapshot data. At this time, Snapshots are only viewable via the "View Snapshots" interface.
Navigate to your dashboard settings via Settings in the dashboard's sidebar menu.
Find the Take daily snapshots setting and enable it. Set your Snapshot Hour to the time of day you would like the Snapshot to be generated. When finished, click Update to save your changes.
From your dashboard, select View Snapshots in the sidebar menu and you'll be redirected to the Snapshot Viewer. Select a calendar date to view previous snapshots.
Easily schedule PDF and/or CSV reports of your dashboards to be emailed on a regular basis.
Chartio refreshes your charts right before the dashboard report is generated, so your email report always contains the latest data.
Email reports are limited to 25MB in size.
How to schedule a Report
Navigate to a dashboard's settings page by clicking Settings in its sidebar menu. Select the Report tab and click Add Report. Add multiple reports to customize the schedule and variable presets for specific groups of users.
Choose the Report Frequency, Report Hour, Report Format, and Report Recipients.
You can also set Report Variables if your dashboard contains any dashboard variables. This will allow you to apply specific filters to your charts for your report. If you choose CSV for your Report Format, your report email will contain a zip file of CSVs for every chart on the dashboard.
Note: Report recipients must have at least View access to the dashboard. If you don't see their username or Team listed under Report Recipients, scroll down to Access Management, add the user or Team to the dashboard, and refresh the page to continue.
Click Update Dashboard to save your changes.
You may schedule multiple reports per dashboard. To schedule an additional report, simply click the +Add Report button in the Report tab, located below existing reports.
If you would like to stop your report at any time, either delete the Report from the Reports tab or remove yourself as a recipient.
If a dashboard is not in use but should be kept for reference, archiving is a great way to keep it around just in case. The Archive is also useful as a holding space for dashboards that are potentially not in use, but need confirmation from Teammates before deletion.
What you should know:
- A dashboard stays in the Archive indefinitely, unless a Dashboard Admin restores it or moves it to the Trash
- Only Dashboard Admins have the ability to archive dashboards
- Archiving a dashboard is entirely reversible; a dashboard can be moved to the Active or Trash sections at any time
- Dashboard Editors and Viewers can see the names of dashboards in the Archive that they have access to, but they cannot see the actual dashboard and cannot restore or delete the dashboard
Removing a dashboard defaults to the Trash, requiring an extra step to confirm permanent deletion. There is a 30 day safety net should you need to restore or archive the dashboard.
What you should know:
- A dashboard stays in the Trash for 30 days and is then permanently deleted; once permanently deleted, we cannot restore the dashboard
- Only Dashboard Admins have the ability to move dashboards to the Trash
- At any point before the 30 day limit, the dashboard may be manually moved to the Active or Archive sections or permanently deleted
- Dashboard Editors and Viewers can see the names of dashboards in the Trash tab that they have access to, but they cannot see the dashboard contents and cannot move the dashboard out of the Trash
How to restore a deleted dashboard
From the landing page, click More in the left sidebar and select Trash. Switch to the list view. Click the menu icon for the dashboard, and select Restore.
Permissions needed: Owner, dashboard Admin/Editor
Easily grant access for one or more users or Teams to a dashboard via the Share button in the sidebar menu. You can choose to send an email notification and add a personalized message, to provide some context for the dashboard.
Dashboard Editors can only grant View or Edit access.
All dashboard items (charts, variables, text elements) have a draggable area that is used to move the item. When you hover over the draggable area of a dashboard item, you will see a 4-way cursor icon and the item will have a dashed border. Click and drag from that area to move the item.
Charts can be moved by clicking and dragging on their title bar, or on the top edge if there is no title. Filters can be moved by clicking and dragging on the left side of the object, where the icon resides (except the date slider, which is draggable from the top). Rules are draggable from anywhere.
Arrange multiple charts at once
You can also move multiple charts at once. To do so, select multiple charts by either of the following methods:
- Click and hold on an empty space on your dashboard, and drag the grey box that appears over the charts you'd like to select
- Hold down either Shift, Control, or Command (Mac), and click each chart individually
Selected charts will have a blue outline. Drag them as you would a single chart to move all of them at once.
Click and drag from the bottom right corner of a chart to resize.
Clone a Dashboard
Permissions required: dashboard Admin or Editor.
Open the dashboard's settings by clicking the settings button in the dashboard's sidebar and click Clone. You'll be redirected to the cloned dashboard.
Note: cloned dashboards do not stay in sync with the original dashboard.
Export Dashboard Data
Chartio offers the ability to download your dashboard in PDF or CSV format. Downloading as a CSV results in a zip file containing a CSV for each chart on the dashboard.
From your dashboard, click the Download button in the sidebar menu. Choose "Download as PDF" or "Download as CSV".
To learn more about Chartio's Drilldown functionality, please see our Drilldown documentation.