Key Concepts
Dashboards
Collections of widgets arranged in a responsive grid. Each dashboard can be pinned to different contexts for easy access.
View Types
Control the scope of data you see — from all accounts across the organization to a single account’s details.
Filters
Refine dashboard data using multi-select dropdowns, date ranges, text search, and cross-filtering by clicking chart elements.
Widget Types
Dashboards are built from widgets — individual visualizations that display your data. Each widget queries one or more data sources and renders the results.View Types
Dashboards support three view types that control the scope of data displayed:Admin vs Non-Admin access: Admins can toggle between view types, manage dashboard pinning, and manually refresh widgets. Non-admin users are locked to the My Book view and cannot change view types or pin/unpin dashboards.
Available Data Sources
View all 15 data sources
View all 15 data sources
Accessing Reports
You can access reports in two ways:- Main navigation — Click Reports in the sidebar to open the full dashboard list.
- Account detail — Navigate to an account and select the Reports tab to see dashboards pinned to the Accounts context, automatically filtered to that account.
Next Steps
- Creating Dashboards — Build dashboards, add widgets, and configure data sources
- Viewing Dashboards — Navigate dashboards, interact with widgets, and switch view types
- Using Filters — Refine dashboard data with filters and cross-filtering
- Managing Pinned Dashboards — Pin, unpin, and reorder dashboards (admin only)