> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use a reporting dashboard

> Open a shared dashboard, filter its date range, explore results, and check how current the data is.

## Open a shared dashboard

Open **Reporting** and select a dashboard shared with one of your groups. You need dashboard-view permission as well as access through the sharing configuration.

Read the dashboard's title and purpose before interpreting its figures. Dashboards use captured data-source snapshots, so their numbers are not necessarily a live query of every document.

## Choose the period and inspect a chart

Use the dashboard date controls when they are available. Check the selected period and let the dashboard refresh its display. Different elements can use their configured date columns.

Select a chart segment or other interactive element when drilldown is configured. Read the resulting detail and filters before treating it as the whole population.

<Frame caption="A dashboard showing its date filter and reporting context.">
  <img src="https://mintcdn.com/nobly/I4hKUyNUJ7lzQHry/images/reporting/viewer-date-filter.png?fit=max&auto=format&n=I4hKUyNUJ7lzQHry&q=85&s=7e345a42c17d38ef80a2a4992f4bcee2" alt="Reporting dashboard with date controls above its charts" width="1912" height="438" data-path="images/reporting/viewer-date-filter.png" />
</Frame>

## Check freshness and export

Inspect refresh information before using the result for a time-sensitive decision. Refreshing the view and refreshing an underlying data source are different operations.

Use the offered export control when you need a copy. Keep the date range, dashboard purpose, and snapshot timing with the exported result so it can be interpreted later.

See [dashboard viewing reference](/reporting/viewing-dashboards) for header controls, drilldowns, and export details.

## Where to read next

<Card title="What is Nobly Insight?" icon="house" href="/index" horizontal>
  Documentation for the Nobly Insight platform — AI-powered document intelligence and collaboration.
</Card>
