The Multiple Dashboards feature significantly improves the flexibility and functionality of your dashboard experience. This capability lets you create, manage, and customise multiple dashboards, tailored to your specific data visualisation needs. By using this feature, you can improve your analytical capabilities and enjoy a more intuitive, personalised experience.

Key Benefits

  1. Increased Flexibility: Efficiently manage and visualise data across multiple dashboards, moving beyond the constraints of a single view.
  2. Time Efficiency: Save time and effort by cloning dashboards for quick setup and modifications.
  3. Precise Control: Use custom permissions to share data selectively and securely.
  4. Streamlined Insights: Keep your workspace organised by deleting unnecessary dashboards and pinning essential ones for easy access.

Key Features

Creating Dashboards

  • Compile data and insights as needed by creating a new dashboard.

Pinning Dashboards

  • Pin important dashboards for quick access.

Cloning Dashboards

  • Duplicate existing dashboards to make modifications more efficiently and reduce redundant setup tasks. This feature is available to users with Full and View-only access.

Default Dashboard

  • Set a default dashboard for all users to start with critical information. Default dashboards function as the main landing page for all users, whereas pinned dashboards are personalised favourites that individual users can quickly access.

Time Zone Synchronisation

  • Synchronise dashboard data with local time to improve efficiency and accuracy.

Managing Permissions

  • Owners and users with full access can manage permissions.
  • Set dashboards as Private to restrict visibility.

Deleting Dashboards

  • Owners can delete unnecessary dashboards to keep their workspace organised.

Granular Insights and Exporting Data

  • Click on a data point within any chart or widget component to view detailed records.
  • Export records as a CSV file using the export icon.

📌Note: Please refrain from switching or closing the tab during an ongoing export process. Granular Insights does not currently support widgets dependent on third-party platforms such as Facebook and Google.

Frequently Asked Questions

Q: Can I clone an existing dashboard?

  • A: Yes, users with Full and View-only access can duplicate dashboards for easy modification.

Q: How do I manage dashboard permissions?

  • A: Click on the three dots at the top right of the dashboard and select "Manage Permissions" to update settings.

Q: What happens to deleted dashboards?

  • A: Deleted dashboards are permanently removed, helping users maintain a clutter-free workspace.

Q: How do I pin a dashboard?

  • A: Use the pin option to mark important dashboards for quick access.

Q: How do I set a default dashboard?

  • A: In the dashboard settings, choose the option to set the default dashboard for all users.

Q: Can I export data from widgets?

  • A: Yes, use the export icon on the widget or record view popup to download data.

Q: How is time zone synchronisation managed?

  • A: Dashboard data can be synchronised with your local time zone to ensure accuracy and efficiency.

Troubleshooting Tips

Issue: Cloning dashboard fails

  • Solution: Check your access level. Only users with Full and View-only access can clone dashboards.

Issue: Permission changes not saving

  • Solution: Confirm that you have the necessary permissions to manage the dashboard. Refresh the page and try again.

Issue: Data mismatch due to time zones

  • Solution: Use the time zone synchronisation feature to align dashboard data with your local time.

By using these features, you can improve your dashboard management and take a more efficient, organised approach to data visualisation and analysis.