You’ll see a dashboard in your list if you have the View Reporting Dashboards permission and belong to a user group it was shared with. If a dashboard you expect is missing, check that you have both — ask an administrator about the permission, and whoever built the dashboard to add your group.
Open a dashboard
Open Reporting from the navigation and pick a dashboard from the side navigation. Dashboards are grouped there by category — with an Uncategorized group for the rest — so related dashboards sit together. Use Back to dashboards in the header to return to the list. Some dashboards ask for a few values before they load — an Enter parameters prompt appears, you fill it in, and the dashboard opens scoped to what you entered. Reopen it with Change parameters in the header to try different values. A parameter can be a free value (text, a number, a date, yes/no) or a pick from a list of document type groups or document types — the list only offers what you are allowed to view, and a document type list may narrow to the group you picked just above it.
A dashboard in the viewer, with the header controls along the top.
The header controls
Along the top of every dashboard:- Filters — dropdowns the dashboard’s builder added, if any (see Filter by value).
- Date range — scopes the whole dashboard to a window (see below). A dashboard can be built without it.
- Refresh — reloads the latest data for every element on the page.
- Export all — downloads an Excel workbook containing every table on the dashboard, scoped to the active filters and date range.
- Freshness — Updated … shows when the underlying data was last refreshed. Each element also carries its own freshness indicator.
Scope by date range
The date range control applies to every element at once. Choose a preset:- All time
- Last 7 days, Last 30 days, Last 90 days
- This month, This year
- Custom range — pick your own start and end dates.
Choosing a date range scopes every element on the dashboard.
Trend value cards always compare their own configured period (for example, this month versus last month) and ignore the date range control. They do follow the filter dropdowns.
Filter by value
A dashboard can have filter dropdowns in its header, such as a status or a department. Each shows Any until you pick values, then how many you picked. Choosing values narrows every element that uses the same data as the dropdown:- Where a dropdown allows several values, a row matching any of them is kept. Several dropdowns combine, so a row must match each of them.
- A blank value is listed as (empty). When a column holds more than 500 different values, only the first 500 are offered and the dropdown says so.
- Clear filters removes every choice at once. Filters that start with a value chosen by the dashboard’s builder stay cleared until you choose again.
- Your choices are kept in the page address, so a link you copy reopens the dashboard filtered the same way. If you pick so many values that the link would be too long, the dashboard asks you to narrow the selection.
- On a dashboard that asks for parameters, the dropdowns become available once you have entered them.
Two statuses chosen, and the department filter on the value the builder set as its default. The value card built to ignore the filters still counts every review. All names are fictional.
Explore the data
Drill down across the dashboard
Drill down across the dashboard
Click a slice in a pie chart or a bar in a bar chart to drill down: every other element that uses the same data source narrows to that selection, so you can study one segment in context. The chart you clicked highlights your selection and offers a Clear drill-down action to remove it.
Read a pie chart
Read a pie chart
When a column has many categories, the smallest ones are grouped into a single Other slice so the chart stays readable. Hover the Other slice to see the categories behind it, and read each slice’s value from the legend.
Sort and filter a table
Sort and filter a table
Open the menu on any data grid column header to sort (ascending or descending) or filter the table by that column. A default sort may have been set when the dashboard was built, which applies until you change it. Clearing your sort returns the table to no sorting.
Read a value card
Read a value card
Value cards show one headline number. A gauge shows progress toward a target; a trend card shows the change versus the previous period, with an arrow and percentage — hover the change for exactly which periods are compared.
Drilling into one category filters the rest of the dashboard.
Export
- Export all (header) — every table on the dashboard, in one workbook, scoped to the active filters and date range.
- Export XLSX on a single grid — just that table, with your current sorting, the active filters and the date range applied.
If a data source holds more rows than its row cap, the export covers only the captured rows and warns that it may be incomplete. Ask whoever manages that data source to raise its row cap if you need the full set.
Keeping data current
If the numbers look out of date, check the freshness indicator. Refresh reloads the latest available data, but the underlying snapshot is only as current as the last time its data source was refreshed. If it’s still stale after a refresh, ask whoever manages that data source to refresh it. Besides Updated …, an element’s freshness can read Awaiting first run (never materialized yet), Stale (overdue for a refresh), Schema drift detected (the query’s columns changed at the last refresh), or Last run failed. For any of these, whoever manages the data source is the person to contact. An element reading Live draws from a parameterized data source that runs on demand, so it’s always current.Where to read next
Introduction
What the Nobly Insight retention system does, the document lifecycle it manages, and the dashboard you monitor it from.