Dashboards and Reports

A dashboard shows widgets with numbers, charts, and tables from your tables. A Report is a view on one board. It uses the same widget layout, but its data comes from that board.

Dashboards are moving into the new SRVO module. See docs/product/MOD-SRVO.md. The steps below describe how dashboards work today.

Open a dashboard

1. Open Dashboards from the sidebar.
2. Each widget shows live values from the tables you can see.

Widgets can show a number (KPI), a bar, a line, a donut, or a table.

Add a widget

1. Select Edit.
2. Select Add widget.
3. Choose the widget type and the table.
4. Choose the field, the grouping, and any filter.
5. Select Save changes.

If there are no tables yet, the panel says No tables yet. Create a table first.

Change a widget

1. Select Edit to switch to edit mode.
2. Drag a widget to move it.
3. Select Save changes.

Use View to go back to view mode. A dashboard you cannot change shows You can view this dashboard but not change it.

Open a Report on a board

1. Open the board.
2. Select the Report tab.

Reports use demo data today. Their numbers are examples, not your real data.

Build with Sergio on a Report

On a Report, Build with Sergio creates a preview. Check its source, totals, and list. Then choose:

• Keep: apply the preview.
• Tweak preview: change the preview.
• Discard: remove the preview.

The preview does not change the Report until you choose Keep. You can also select Use as dashboard to turn a Report into a dashboard.

Current limits

• Live dashboards do not have CSV or PNG export yet.
• Reports use demo data, and their Export CSV and Export PNG buttons export demo values.