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Building a Dashboard

The dashboard editor uses a 24-column grid where you place, resize, and arrange widgets. This page covers how the editor works.

Editor layout​

The main area is the widget grid. A vertical toolbar on the right side provides access to panels for adding widgets, viewing connections, configuring settings, and scheduling reports.

At the top, you'll see:

  • Dashboard name — Click to edit (in edit mode)
  • Star — Toggle favorite status
  • Refresh — Reload all widgets and re-fetch data
  • Edit / View — Switch between editing and viewing
  • Save — Save changes (a red dot appears when you have unsaved changes)

Adding widgets​

  1. Click the grid icon ("Add Widget") in the right toolbar to open the widget picker.
  2. Browse or search the list of available widgets.
  3. Click a widget to add it to the dashboard.

The widget appears at the bottom of the grid. You can then drag it to the position you want.

Each widget can only appear on one dashboard at a time. If a widget is already placed on another dashboard, it won't appear in the picker.

Arranging the grid​

  • Drag a widget by its header to move it to a new position.
  • Resize a widget by dragging the handle at its bottom-right corner.
  • The grid is 24 columns wide. Widgets snap to grid positions.
  • Minimum size is 2 columns wide and 2 rows tall.
  • Widgets cannot overlap — they push each other out of the way.

The grid row height is 80 pixels. A widget set to 3 rows tall will be 240 pixels.

Removing widgets​

In edit mode, each widget card has a remove button. Click it to remove the widget from the dashboard. This does not delete the widget itself — it just removes it from this layout.

Right-side panels​

Settings​

Set the dashboard owner. The owner is displayed on the dashboard card in the list view.

Table Connections​

Shows all data connections used by the widgets on this dashboard, along with the last time each connection fetched data. Available in both edit and view modes.

Dashboard Filters​

If your widgets define inputs, the dashboard can expose those as interactive controls. In view mode, a filter panel lets users change input values that flow to all widgets on the dashboard.

In edit mode, the Dashboard Filter Settings panel lets you configure default values and dropdown options for each input.

See Dashboard Inputs and Defaults for details.

Scheduled Reports​

Configure automated email delivery of this dashboard as a PDF. See Scheduled Email Snapshots.

View mode​

Switch to view mode to see the dashboard as your users will see it. Widgets render at full fidelity, input controls appear in a filter bar, and the edit controls are hidden.

On mobile devices, the layout automatically stacks widgets vertically in a single column.

Tips​

  • Place your most important widgets at the top — they'll be visible without scrolling.
  • Use widget max width/height settings (in the widget editor) to prevent widgets from being stretched too large on the grid.
  • If a widget appears blank, check that its data connections are accessible to you and that the connection is working. See Troubleshooting: Widget Issues.