Dashboard Operations

Open the dashboard menu to:

Create a dashboard using the dashboard builder tools.
Import a dashboard.
Upload a JSON file that can be used to instantiate a dashboard.

Functionality


Function	Description
Create Dashboard	Manually create a dashboard using the dashboard create tool.
Share Dashboard	Share a dashboard to partner and client users.
Import Dashboard	Import a JSON file previously exported using the dashboard export option.
Create Collection	Create a folder for grouping dashboards.
Search for dashboards or collections	Search for a dashboard or collection by name.

Dashboard list

The dashboard list shows curated, pre-configured dashboards and user-created dashboards. Click the dashboard entry to view the dashboard. Dashboards are only displayed if the associated integration is installed.

Filters


Filter Type	Description
filter on time range	Select a time range to filter the start time and end time for displaying metric data. Select pre-defined time intervals or use the date time-picker.
filter on variables	Assign a named variable to the value of an attribute to toggle between series to display.

Collections

Collections group dashboards allow you to organize dashboards. You can copy and move dashboards to a collection.

Dashboard options

Note

The Move, Rename, and Remove dashboard options are available to a user if:

The user has created the dashboard.
The dashboard has been shared with the user and the user has admin privileges.


Option	Description
Set Default Dashboard	Selects a dashboard to be the first to be displayed when the main Dashboard 2.0 page is visited. This default dashboard view can be set at the user, client, and the partner level. To set the default dashboard, do the following: From the Dashboard Name field, select the dashboard from the list and click Set Default. Notes The My Default Dashboard toggle sets your personal default dashboard. A partner admin user can set the default dashboard for other partner users based on the role. A partner admin user or a client admin user can set the default dashboard for other client users based on the role.
Copy	Copies a dashboard to the specified collection. Dashboards must have a unique name.
Move	Moves a dashboard to the specified collection.
Export	Exports the dashboard as a JSON file, which can be imported using the Import Dashboard menu option.
Rename	Renames the dashboard.
Remove	Removes the dashboard.