{"id":5117,"date":"2025-07-25T16:24:06","date_gmt":"2025-07-25T14:24:06","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=5117"},"modified":"2026-02-17T16:42:04","modified_gmt":"2026-02-17T15:42:04","slug":"dashboards","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/dashboards\/","title":{"rendered":"Dashboards"},"content":{"rendered":"\n
\"L\u2019attribut<\/figure>\n\n\n\n

[Reading time: 3 minutes<\/em>]<\/p>\n\n\n\n

Overview<\/strong><\/h2>\n\n\n\n

The Dashboards<\/strong> module in the Reporter allows you to create and customize statistical dashboards with tailored Key Performance Indicators (KPIs).
A dashboard can include up to 30 KPIs<\/strong>, coming from different explorations, to provide an overall view of your performance.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\ud83d\udc49 See the article about KPIs<\/a><\/p>\n\n\n\n

\ud83d\udc49 See the article about calculated data customized<\/a>
<\/p>\n\n\n\n

Accessing the dashboards module<\/h2>\n\n\n\n

To access the module, you need:<\/p>\n\n\n\n

    \n
  • Access to Reporter<\/strong> in your role.<\/li>\n\n\n\n
  • Access to Dashboards<\/strong> in your role.<\/li>\n\n\n\n
  • The creation right<\/strong> to be able to create dashboards.<\/li>\n<\/ul>\n\n\n\n

    Interface and dashboard management<\/h2>\n\n\n\n

    When you access the module, you see a list of existing dashboards.
    For each dashboard, the following information is displayed:<\/p>\n\n\n\n

      \n
    • Name<\/strong>: dashboard name.<\/li>\n\n\n\n
    • Rights<\/strong>: your rights on the dashboard (Owner<\/em> or Guest<\/em>).<\/li>\n\n\n\n
    • Users<\/strong>: number of users with access to the dashboard.<\/li>\n\n\n\n
    • KPIs<\/strong>: number of KPIs in the dashboard (maximum of 30).<\/li>\n\n\n\n
    • Action buttons:
      • Open (arrow)<\/li>
      • Duplicate (cogwheel)<\/li>
      • View history (cogwheel)<\/li>
      • Edit (pencil)<\/li>
      • Delete (bin)<\/li><\/ul>Available actions depend on your rights (Owner or Guest).<\/em><\/li>\n<\/ul>\n\n\n\n

        A search bar lets you search for a dashboard by its name<\/strong>.<\/p>\n\n\n\n

        You can also refresh<\/strong> the dashboard list at any time to apply real-time updates.<\/p>\n\n\n\n

        Access rights<\/h2>\n\n\n\n
          \n
        • Owner<\/strong>: can edit and delete the dashboard, manage the KPIs it contains, and manage user access rights using a search bar.<\/li>\n\n\n\n
        • Guest<\/strong>: can only view the dashboard and users (read-only<\/em>).<\/li>\n<\/ul>\n\n\n\n

          Both Owners and Guests can duplicate<\/strong> a dashboard and view its history<\/strong>.<\/p>\n\n\n\n

          Creating a dashboard<\/h2>\n\n\n\n

          There are two ways to create a dashboard:<\/p>\n\n\n\n

          1. From the dashboards module<\/h3>\n\n\n\n
            \n
          • Click the Create<\/strong> button.<\/li>\n\n\n\n
          • Give your dashboard a name.<\/li>\n\n\n\n
          • Add the users who should have read-only access.<\/li>\n<\/ul>\n\n\n\n

            Note: you can change these rights later if needed.<\/em><\/p>\n\n\n\n

            Once created, the dashboard is empty.<\/p>\n\n\n\n

              \n
            • Enter the dashboard.<\/li>\n\n\n\n
            • In the Information<\/strong> tab, click Add the KPI<\/strong>.<\/li>\n\n\n\n
            • A list of all available KPIs (from all explorations you have access to) is displayed.<\/li>\n\n\n\n
            • Select the KPIs you want to add.<\/li>\n<\/ul>\n\n\n\n

              2. From the KPI tab of an exploration<\/h3>\n\n\n\n
                \n
              • Select one or more KPIs from the same exploration.<\/li>\n\n\n\n
              • Create a dashboard directly from this tab.<\/li>\n\n\n\n
              • Once created, you can then add KPIs from other explorations if needed.<\/li>\n<\/ul>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                <\/p>\n\n\n\n

                Editing a dashboard<\/h2>\n\n\n\n

                If you are an Owner:<\/p>\n\n\n\n

                  \n
                • You can change the layout<\/strong> and size<\/strong> of the KPIs by clicking the Change the layout<\/strong> button.<\/li>\n\n\n\n
                • You can add or remove KPIs from the Information<\/strong> tab.<\/li>\n\n\n\n
                • You can also edit user access rights.<\/li>\n<\/ul>\n\n\n\n

                  Deleting or duplicating a dashboard<\/h2>\n\n\n\n
                    \n
                  • Only an Owner<\/strong> can delete a dashboard.<\/li>\n\n\n\n
                  • When duplicating a dashboard, all its content (KPIs and layout) is copied, but user access rights are not.<\/li>\n<\/ul>\n\n\n\n

                    Refreshing data<\/h2>\n\n\n\n

                    You can refresh to apply real-time updates:<\/p>\n\n\n\n

                      \n
                    • On each individual KPI inside the dashboard.<\/li>\n\n\n\n
                    • On the list of dashboards.<\/li>\n<\/ul>\n\n\n\n

                      This ensures you always see the most recent data and changes.<\/p>\n\n\n\n

                      Filters<\/h2>\n\n\n\n

                      Inside a dashboard, you can apply filters to refine your view:<\/p>\n\n\n\n

                        \n
                      • A date filter for 3 rolling months<\/strong>.<\/li>\n\n\n\n
                      • Depending on the selected KPIs, other filters may also be available.<\/li>\n<\/ul>\n\n\n\n

                        Exporting KPIs<\/h2>\n\n\n\n

                        The KPIs added to a dashboard can be exported in the same way as in the KPI tab of an exploration (pdf, png, csv). <\/p>\n\n\n\n

                        Content<\/h2>\n\n\n\n

                        The KPIs in a dashboard always indicate which exploration they come from. For example, the KPI below comes from an exploration called \u2018Incoming calls\u2019. <\/p>\n\n\n\n

                        \"\"<\/figure>\n\n\n\n

                        If you are a Guest and one of the KPIs in the dashboard comes from an exploration you don\u2019t have access to, the KPI will appear as \u201cforbidden\u201d<\/strong>.
                        This helps you identify KPIs you cannot view due to access restrictions.<\/p>\n","protected":false},"excerpt":{"rendered":"

                        [Reading time: 3 minutes] Overview The Dashboards module in the Reporter allows you to create and customize statistical dashboards with tailored Key Performance Indicators (KPIs).A dashboard can include up to 30 KPIs, coming from different explorations, to provide an overall view of your performance. \ud83d\udc49 See the article about KPIs…<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[106],"ht-kb-tag":[],"class_list":["post-5117","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-monitoring-reporting"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=5117"}],"version-history":[{"count":12,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5117\/revisions"}],"predecessor-version":[{"id":6062,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5117\/revisions\/6062"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=5117"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=5117"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=5117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}