Building Dashboards

Building Dashboards

Building Dashboards 2

New Dashboard

To create a new dashboard, click on the New button in the portal and select New Dashboard. Now you can select a layout template with predefined cards, or build the dashboard from scratch, as shown below.

New Dashboard

Note: the Consumer role does not have access to create new dashboards, and thus will not see the New Dashboard button. Check your role from My Account.

Dashboard Design

To build a dashboard, add Cards to the design work area and then add widgets (charts, tables, etc.) to each card. You can move cards by dragging them, or you can resize them by dragging their edges. The dashboard title can be changed by clicking on the title text.

Dashboard Design


The dashboard toolbar allows you to Save, Share, add to Favorites, add Cards, and Configure. Cards are dashboard content that can be visualizations, grid/tables, filters, or rich text/html. In the dashboard toolbar, you'll need to click Edit to enter design mode, which allows you to add, move, and resize cards.

The dashboard toolbar

Share (PDF, Image, Link) or Embed

The toolbar Share button allows dashboards to be shared as a link, .pdf, or .png image. They can also be embedded in other sites using the Embed link.

Share (PDF, Image, Link) or Embed


Cards are panels that hold charts, tables, filters, or other content such as rich text/html. If you selected a layout template when you first created the dashboard, then blank cards will already be in the design work area. Otherwise, you'll need to add cards from the Toolbar. New blank cards look like this:

Dashboard Cards

Content (Visualization)

Content cards allow you to add report objects such as charts and grid/tables to the dashboard. Click the Add Content button in the middle of the card to add new content to the card. You can always edit the content in the future from the Card Toolbar edit button.

Clicking the Add or Edit buttons will open the Card Designer (shown below), which allows you to design new content from a New Analysis or search existing content. When searching existing content, double-click the report to open it for designing. Once you're done designing your content, click Done and it will be added to the dashboard.

Card Designer

Important - when you use existing content on a dashboard card, any modifications will NOT affect the existing report. Also, any modifications to the existing report will not affect the dashboard content item.

Filter Panel

Filter panels are cards that contain global filters. Global filters are applied to the data in every card on the dashboard. Like regular cards, filter panels can be resized and moved to anywhere on the dashboard.

Filter Panel

Note - if a filter card does not exist in the dashboard, then the filter panel will display in the dashboard header.

Rich Text

Rich Text cards allow you to design with advanced text and image features to get a page design exactly as you like.

Rich Text

Card Toolbar

The card toolbar appears in the top-right of a card when you hover your cursor over the card. The options available are:

  • Card Toolbar New Window - opens the card in a new window/tab
  • Card Toolbar Edit - edit the card content, or add new content
  • Card Toolbar Delete - removes the card from the dashboard
  • Card Toolbar Filters - shows filters applied to the card

Card Toolbar Filters Detail

Using Dashboards

When running dashboards, you are no longer in Design Mode. Although you can no longer move, resize, or edit cards, there are many interactions available.

In the top-right of each card, you can click the Card in New Window New Window button in the card toolbar, which opens the card in a new tab.

Next to the Open in New Window icon, the filter icon allows you to quickly see what filters are applied to the specific card.

Lastly, you can interact with the visualization just like any other report by hovering, clicking, and so on.

Schedule Delivery

You can schedule email delivery of dashboards from the FlexIt Portal by following these steps:

  1. Find the report or dashboard in the FlexIt Portal folders
  2. Click the ellipsis on the right of the report, or right-click the report
  3. Select Schedule
  4. Enter the schedule (daily/weekly/monthly), who to deliver it to, and what file formats to deliver
  5. Click Save and the schedule is set