Reports and Dashboards
- Company
Reports:
This section displays both Out-of-the-Box (OOTB) and custom dashboards grouped by their associated Product tags. These tags categorize dashboards under relevant product areas, making it easier for users to browse, navigate, and access dashboards aligned with their functional needs.
- My
Reports:
This section displays custom dashboards, either cloned or newly created by the organization's admin users. These dashboards are identified by the Custom tag, which is automatically applied when a dashboard is cloned or manually created.
- Reporting and Dashboards support all available languages except Swedish (Sweden). For the unsupported language, the system defaults to English (United States) for all translations. For more information on translation and supported languages, see Translation Management.
- User-provided content such as dashboard titles, chart names, and descriptions is not supported for translation.
Understanding Datasets in Dashboard Creation
Before creating dashboards and charts, it is important to understand the role of datasets in your data visualization workflow. A dataset acts as a curated layer between your raw data and the visualizations built from it, ensuring consistency, accuracy, and flexibility in how information is interpreted and presented. It defines how data is accessed, modeled, and displayed—serving as the foundation for all charts and dashboards.
Datasets allow teams to standardize metric definitions, apply business-specific logic, and manage how data is presented to different audiences. This promotes consistency across visualizations and simplifies ongoing dashboard maintenance.
Depending on your requirements, you can create one of two types of datasets:
Physical Datasets: Based directly on existing database tables or views, physical datasets are suitable for simple use cases where the raw data structure is sufficient for visualization.
Virtual Datasets: Created using custom SQL queries, virtual datasets are ideal for advanced scenarios that require data transformation, filtering, or complex joins before building visualizations.
Creating Virtual Datasets with only the required columns (projections) is a recommended approach. It helps optimize performance, reduce data load, and improve the clarity and relevance of your visualizations by including only the data needed for analysis.
To learn how to create datasets:
Cloning and Creating Custom Dashboards
Dashboards are powerful visualizations that enable you to share persuasive narratives, demonstrate how KPIs change in different scenarios, and align your business initiatives with convincing data-backed visual metrics. Cloning and creating new dashboards offer strategic and operational benefits.
- Faster Dashboard Creation: Reuse existing layouts, filters, and visualizations instead of starting from scratch.
- Consistency in Design: Maintain a uniform look and feel across dashboards, supporting branding or organizational standards.
- Customization Without Impacting the Original: Modify Charts, dashboard layouts, add new charts in the cloned dashboard without affecting the original version.
- Safe Experimentation: Test new visualizations or dashboard configurations without risk to production dashboards.
Scheduling Reports
You can schedule dashboards and charts to send as email reports on a recurring basis. This helps you share key insights automatically without requiring users to log in.
When you schedule a report, the system sends an email with either a snapshot/pdf of the dashboard or chart, or a data attachment such as CSV, depending on your configuration.
Only users with Admin access can schedule reports. If you do not see this option, contact your administrator.
- From a Dashboard or Chart (Quick Setup): Use this option when you are already viewing a dashboard or chart and want to quickly schedule it.
- From the Reports Tab (Advanced Setup): Use this option when you want full control over report configuration.