Overview: Dashboards editor workspace (Edify App)

This article provides an overview of the editor workspace for dashboards in Edify App.

In this article

Dashboards help you see the performance of your team in a single, scrolling page. The Dashboard editor workspace is where you customize your dashboards by adding the reports and charts you want to see into a single view.

Dashboard containers

Reports and charts added to a dashboard are referred to as containers. Containers are highly customizable and can be rearranged, resized, and the contents can be configured to display the data how you want.

Dashboard Settings panel

There are several settings you can configure to manage the set up and access of your dashboards.

For added security when sharing and viewing dashboards between teams and guests, you can define who has the ability to view specific dashboards to have more control over your dashboard views. This means that you can either create a specific viewing group to define which dashboards specific teams can see when working in the Dashboard workspace. This is done with creating IP Groups and assigning the group to the dashboard. 

Or, if you want to be able to share a dashboard with anyone - a guest or a specific user on your Edify account - you can create access keys for the dashboard, which are sharing URLs. You can even set an expiration timeframe for the share link, if needed. These types of security configurations are set up within the dashboard’s Settings panel. 

You can also use the dashboard’s settings panel to change the layout of the dashboard. These layout features are managed with the Collision and Vertical Compacting features.

Read more about all of the available dashboard settings in the Overview: Dashboard Menu article.

Visual breakdown

Use the labeled graphic and descriptions below to get a better understanding of each of these workspaces in the Dashboard editor.

• Container (A): Charts and reports added to a dashboard are called containers. This is a container that’s in editor mode because you’re working in the dashboard’s editor. Once a container is added to the editor, you configure it to define which data you want to see when looking at it in the dashboard. Read the Overview: Dashboard containers article to learn more about the features of a container and how to configure and manipulate them.

• Duplicate dashboard (B): The Duplicate dashboard button (overlapping squares icon) is located in the top right of the editor. You can click this button to copy the current dashboard. This is especially useful if you want to create a similar dashboard without starting from scratch. It’s also helpful if you want to tinker with the dashboard without impacting the original copy.

• Add new container (C): The add new container button (+ icon) is located in the top right of the workspace. You can click this button to add a new container to the dashboard. Once clicked, the system populates a new, empty container on the dashboard and presents the New Container form, which is where you define which data populates in this container. Read the Overview: Dashboard containers article to learn more.

• Refresh (D): The Refresh button (rotating arrows icon) is located in the top right of the workspace. You can click this button to manually update the dashboard to display the most current data for all containers on the dashboard. This button is especially useful if the dashboard’s Auto Update setting is disabled.

• Save (E): The Save button (floppy disc icon) is located in the top right corner of the workspace. You can click this button to capture any changes you’ve made to your dashboard. Once saved, the changes are reflected in the dashboard’s view workspace.

• Menu (F): The Menu (vertical tri dot icon) is located in the top right corner of the workspace. You can open this menu to choose between a series of settings to update for your dashboard, like change the dashboard’s title and more. Read the Overview: Dashboard settings article to learn more.