Data and Analytics

View and explore a dashboard

Open a dashboard, filter and drill into its visuals, and download it.

Available on both Professional and Enterprise.

  1. Select Dashboards in the navigation menu, then open a dashboard. Related visuals may be grouped into tabs.
  2. Select the information icon by the name for details such as data source, author, and created/modified dates.
  3. Apply the dashboard's filter chips at the top, and right-click a visual and choose Drill down to explore underlying detail.
  4. Open a visual's More menu (upper-right of the visual) for per-visual actions.
  5. To download, use the dashboard More menu and select Download. The whole dashboard exports as a PDF. Individual visuals also export to CSV, XLSX, and PNG. Exports are stored in Downloads.