Dashboards

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 enter a Category.

Dashboard Settings

Access a dashboard's settings by clicking the settings button from the dashboard sidebar menu.

Cache Duration

The cache duration tells Chartio how long to keep chart data before querying your database for fresh data. If you would like fresh data very often, you can set the cache duration to a lower time interval. On the other hand, if you are worried about database performance and want to limit how often new queries are sent to your database, you can set the cache duration to a higher value.

For details about caching, see "How does caching work?".

Refresh Rate

By default, dashboards automatically refresh their charts on a regular basis. You can adjust this refresh rate, or turn it off entirely via your dashboard settings.

Refresh options

Note: Whether or not you get fresh data when your dashboard refreshes is also dependent on your dashboard cache duration.

  • Auto
    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.
  • Manual
    Your charts will not refresh unless manually refreshed.
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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. This button will send new queries if the cached chart data is more than 2 minutes old.

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.

Themes

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. If you'd like, you may add a logo to your theme as well. It will be displayed next to the dashboard title, as shown in the preview.

When finished, click Create.

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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.

Time Zone

See our Time Zone documentation.

Local Time Zone Override

Allows an individual dashboard to use the dashboard viewer's local time zone instead of the dashboard's set Time Zone.

*Note: Local Time Zone Override is not available for embedded dashboards.

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Quickly share dashboards with existing Chartio teammates using a special url that grants Edit or View access automatically.

To share a link with a user who is not yet in your Chartio organization, you must first add them to a team.

From a dashboard, click Settings then switch to the Access tab. In the Dashboard Link section, select the Link Sharing dropdown and choose either View or Edit access. Click Copy Url to copy the sharing url, and then share the url with your Chartio teammates.

  • If a Chartio user has existing access, that access will override the link sharing access level.
  • When the link sharing setting is updated, a new link is generated and the old link will no longer work. Similarly, when link sharing is turned off the old link will no longer be valid.
  • Link sharing urls contain a random, non-guessable string to prevent unauthorized access.
  • Dashboard Editors and Admins can enable link sharing.

Comments

Add comments to your dashboard to provide context for the charts, solicit feedback, or requests.

In a Dashboard's sidebar, click Comments to open the Comments section. New comments will be highlighted with a blue dot.

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Comments Permissions

Dashboard Admins can delete any comment, otherwise users can only edit or delete their own comments. Only Dashboard Admins and Editors can leave comments.

Comments Notifications

If you've commented on a dashboard, you'll receive notifications in the Notification center whenever there's a new comment on a dashboard.

You'll also receive comment notifications for a dashboard if you are tagged in a comment.

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User Tagging

Tag any dashboard Editor or Admin in a comment and that user will receive notifications whenever a new comment is added to the dashboard.

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Snapshots

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.

Enable Snapshots

Navigate to your dashboard settings via Settings in the dashboard's sidebar menu.

Find the Snapshots Enabled 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.

View Snapshots

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.

Download Snapshots

From the snapshot viewer, click the download icon next to the date of the snapshot you'd like to download. Choose PDF or CSV and your download will begin.

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Email Reports

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. You may choose to send reports to individual Chartio users, Teams, or non-Chartio users.

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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: To share with other Chartio users or Teams, add the user or Team to the dashboard in the Access tab, and refresh the page to continue. For non-Chartio users, type the user email address in the report recipients input and press enter.

Click Update Dashboard to save your changes.

Multiple Reports

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.

Cancel 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.

Manage Dashboards

Archive

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
  • When a dashboard is in the Archive, queries are not run for its charts, and any scheduled reports are not sent

Dashboard Cleanup

Permissions required: Owner

The Dashboard Cleanup feature allows you to quickly bulk archive dashboards that are no longer in use.

On the dashboard homepage, you'll see a button in the left sidebar called Dashboard Cleanup. Click it to open the Archive modal.

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By default, the preview shows dashboards that haven't been viewed by anyone in your organization in 12 months. If desired, change the Number of Months input and click Preview to update the preview.

When ready, click Archive to archive the dashboards listed in the preview.

Note: embedded dashboards are excluded from the Dashboard Cleanup tool.

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Trash

Deleting a dashboard moves it to the Trash. Dashboards stay in the Trash for 30 days before permanent deletion. Before 30 days, a dashboard in the Trash can be restored or moved to the Archive.

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
  • 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.

Sharing

Permissions needed: Owner, dashboard Admin/Editor*

Existing users

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.

New users

You may grant access to users who do not yet exist in the organization. If you're an Owner, a Chartio invitation email will be sent to the new user. If you are a dashboard Admin or Editor, a request for approval will be sent to the organization Owners. Once the Owner approves the access, a Chartio invitation email will be sent to the new user.

The new user will receive an email with an activation link. Once they click the link in the email and set their password, they will be able to access the dashboard. Additionally, the new user will be added to a placeholder team called Added from Dashboard.

Approving access for a new user will result in the addition of 1 new seat to your organization plan.

*Dashboard Editors can only grant View or Edit access.

Arrange charts

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
 Drag to select

Selected charts will have a blue outline. Drag them as you would a single chart to move all of them at once.

Resize charts

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".

Drill Down

To learn more about Chartio's Drilldown functionality, please see our Drilldown documentation.