Dashboards
Arrange related charts, text, and video into one view your team can filter together
A dashboard is a single view that arranges related charts alongside explanatory text and video. Charts on a dashboard can be filtered together, drilled into, and re-zoomed to a different date granularity without anyone editing the underlying charts.
This page covers building one: planning, creating the dashboard, adding charts, markdown and Loom tiles, saving, owners, filters, tabs, hiding tile headers, and sharing. For what viewers can do once it's built, see interacting with dashboards.
Plan before you build
A dashboard is easier to build — and much easier to read — if you can answer three questions first.
Who is this dashboard for? Does your audience already know the subject, or do they need context to reach your point? Add whatever context they'll need: acronyms that want clarifying, or a note about whether a rising number is good or bad.
What is this dashboard trying to accomplish? Do you want your audience to take an action, or to know something they didn't know before, and what information do they need to do it? Write a clear summary of the purpose and put it in the dashboard's description, then outline the questions each tile should answer.
How will you build it? Match the data you have to that outline of questions, and work out which metrics and dimensions you'll use — including whether they exist yet.
Create a dashboard
On the nav bar, click New to create a new dashboard.
Fill out the details and hit Create. You'll be redirected to your new dashboard page.
From here you add content with the Add tile button.
Add charts
You can create a new chart from within your dashboard, or add an existing one.
Create a new chart
Creating charts from within a dashboard keeps your spaces and projects free of charts that are only used once. Click Add tile, then New chart, and you'll be taken to the chart builder. Once you save the chart it appears at the bottom of your dashboard.
Charts created this way are exclusive to the dashboard: they can't be reused in other dashboards, and they don't appear in global search or in any space. To make one reusable, detach it from the dashboard and save it to a space with the Move to space option in the chart's three-dot menu.
Add an existing chart
Click Add tile, then Saved chart. Clicking any chart adds it at the bottom of your dashboard.
Resize a chart by dragging its lower-right corner, and position it by dragging its center.
Add markdown and video tiles
Alongside charts, you can add markdown tiles and embedded Loom videos to explain the dashboard to the people using it.
Markdown tiles
Markdown tiles take text with headers and formatting, code blocks, and images. The built-in editor provides most of the formatting you'll need.
To add an image hosted on the web, such as your company logo, paste the image URL into the tile using standard markdown image syntax:
Responsive images
To keep images scaling properly as the dashboard resizes, use inline CSS with responsive properties so they aren't stretched or distorted on different screen sizes.
<img src="https://example.com/logo.png" style="max-width:100%;height:auto" />For more control over sizing:
<img src="https://example.com/logo.png" style="max-width:100%;height:auto;max-height:40px;object-fit:contain" />The supported responsive CSS properties are max-width and min-width for width bounds, max-height and min-height for height bounds, height:auto to maintain aspect ratio, and object-fit to control how images fit (for example contain or cover).
Backgrounds and inline HTML
You can add background colors to markdown tiles to emphasize sections or titles.
The tile above is built with this code:
<div style="background-color:#8379F7;color:#ffffff;padding:32px 28px;border-radius:12px;text-align:center">
<div style="font-size:48px">⚡</div>
<h2 style="font-weight:600;font-size:24px">Welcome to your Qyra Dashboard</h2>
</div>A number of other inline HTML options are available. Copy these into a markdown tile to try them out.
Loom tiles
Click the Loom video option, then enter a URL and a title for the tile.
Save your dashboard
When you're happy with the layout, hit Save. You can see every saved dashboard in your project under Browse → All dashboards.
Assign an owner
A dashboard can have one owner: the person responsible for keeping it accurate and maintained. The owner is shown wherever people find the dashboard, so anyone with a question knows who to ask.
To assign or change the owner, open the dashboard's three-dot menu, choose Edit details, and pick a person in the Owner field. Clear the field to leave the dashboard without an owner. The same form opens from Rename on a dashboard's row under Browse → All dashboards.
Anyone who can rename or delete the dashboard can change its owner: project editors and above, and space editors and admins. Only individual users can own a dashboard, not groups.
The owner appears in the dashboard's info popover, next to its title.
Find dashboards by owner
Browse → All dashboards has an Owner column, and the Filter by owner picker in the toolbar narrows the list to one person's dashboards. Use it to review everything a teammate is responsible for, or to reassign their dashboards one by one from each row's three-dot menu.
When an owner leaves
When an admin deletes a user from Settings → Users & groups, the confirmation shows how many dashboards that person owns, broken down by project. The admin can transfer all of them to another member in the same step, or leave them without an owner and reassign later from All dashboards.
Ownership also travels with the dashboard: promoting it to another project keeps the owner, and dashboards as code carry it as an ownerEmail field.
Add filters
Dashboard filters let you change the data in every tile at once. In edit mode, click Add filter, pick a field and a value, and hit Apply; save the dashboard to keep the filter for everyone who opens it.
Filters do a lot more than that — temporary filters that only you see, filters that viewers must fill in before the dashboard loads, and per-tile control over which fields a filter applies to. See dashboard filters for the full behavior.
Add tabs
As a dashboard grows it may end up supporting multiple teams and use cases. Tabs organize it. Reach for them to:
- Break up high level goals or themes, e.g. Revenue, Retention, Engagement
- Separate views for different audiences, e.g. Executive Summary vs. Team-level detail
- Avoid clutter and performance issues in dashboards with lots of tiles, e.g. split 30+ charts into three tabs based on priority or groupings like the first and second bullets above
While editing, click Add tile, then Add tab.
Give the tab a unique name.
Once created, the tab is a fresh canvas you fill just like any other dashboard.
Editing and removing tabs
To edit a tab, click the edit icon to the right of its name while in dashboard edit mode. From there you can rename the tab or remove it.
If the tab has content in it, you get the option to transfer that content to another tab, so you can remove the tab and keep the tiles.
Sharing tabs
Tab content shares just like a regular dashboard. A shareable link navigates straight to the tab that was active when you created it.
Embedding dashboards with tabs
When you embed a dashboard that has tabs, every tab is appended into a single dashboard, so the embed shows the content of all tabs at once.
Hide tile headers
Hiding a tile's header gives a cleaner look and more space to the chart content.
- Enter edit mode by clicking Edit dashboard.
- Click the tile you want to modify and select Edit tile content.
- Click the eye icon next to the tile title to hide it.
The tile now displays without its header. Repeat the steps and click the eye icon again to bring it back.
Share your dashboard
Copy the URL, or press the 🔗 button, to share the dashboard with other people in your organization. To share it with a particular set of filter values applied, see sharing a dashboard with filter overrides.