> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Dashboards

> Navigate the dashboard list, interact with widgets, switch view types, and explore account-level reports.

The Reports page displays all available dashboards. From here you can open any dashboard, interact with chart widgets, switch view types, and access account-level reports.

### The Dashboard List

When you open the Reports page, you see a grid of dashboard cards arranged in three columns. Each card shows the dashboard name, creation date, and pin indicators (if pinned). Click any card to open that dashboard.

### Opening a Dashboard

When you open a dashboard, you see a full-screen view with:

* **Header** — A back button on the left and the view type selector on the right.
* **Filter bar** — A horizontal bar of filter controls below the header. See [Using Filters](/reports/using_filters) for details.
* **Widget grid** — The dashboard's visualizations and data widgets arranged in a responsive grid layout.

Widgets load as you scroll — only the widgets currently in your viewport are queried, which keeps dashboards fast even when they contain many widgets.

### Interacting with Widgets

Each widget supports different interactions depending on its type:

| Widget Type                     | Interactions                                                                                     |
| ------------------------------- | ------------------------------------------------------------------------------------------------ |
| **Bar, Line, Area, Pie Charts** | Hover for tooltips, click data points to cross-filter other widgets, toggle series in the legend |
| **Scatter Chart**               | Hover for tooltips with axis values and category                                                 |
| **Metric Card**                 | Displays a large KPI value with an optional trend indicator and sparkline                        |
| **Data Table**                  | Click column headers to sort, navigate pages, export to CSV or Excel                             |
| **Text**                        | Static content — no interactions                                                                 |

### Cross-Filtering

When you click a data point in a chart (for example, a bar or pie slice), that value is used to filter all other widgets on the dashboard. This lets you drill into a specific segment without opening the filter bar.

* A **Clear filters** indicator appears when a cross-filter is active.
* Click the same data point again to remove the cross-filter.
* Cross-filters work alongside dashboard-level filters — they narrow the data further.

### Refreshing Widget Data

Each widget shows a **last refreshed** timestamp. To force fresh data:

1. Hover over the widget header to reveal the refresh button.
2. Click the **refresh icon** to re-execute that widget's query, bypassing any cached results.

A spinner overlay appears on the widget while it reloads.

### Switching View Types

The view type selector in the dashboard header controls the scope of data displayed across all widgets.

| User Role     | Behavior                                                                 |
| ------------- | ------------------------------------------------------------------------ |
| **Admin**     | A dropdown menu lets you switch between **All Accounts** and **My Book** |
| **Non-Admin** | A static badge shows **My Book** — you cannot change the view type       |

Changing the view type refreshes all widgets in the dashboard to reflect the new data scope.

### Exporting Data

Data table widgets support exporting to CSV and Excel:

1. Open a dashboard containing a data table widget.
2. Click the **export** button in the table widget header.
3. Choose **CSV** or **Excel** (.xlsx) format.
4. A file downloads with the current table data, including any active filters.

Excel exports support multiple sheets, frozen header rows, and auto-sized columns.

### Account-Level Reports

You can view dashboards in the context of a specific account by navigating to an account's detail page and selecting the **Reports** tab. The account Reports tab has two sub-tabs:

**Reports** (default) — Shows dashboards pinned to the **Accounts** context:

* Only dashboards pinned to Accounts appear here.
* Data is automatically filtered to the selected account.
* The first pinned dashboard is auto-selected when you open the tab.
* If no dashboards are pinned to Accounts, an empty state message directs you to the main Reports page to pin dashboards.

**Workflow Reports** — Shows customer-level workflow outputs:

* Displays results from workflows configured in Agent Studio that target individual accounts.
* Each workflow appears as a selectable tab with its output rendered as formatted content.
* If no workflows exist, admins see a prompt to create one from the Workflows tab; non-admins see a message to contact their admin.

<Tip>
  Account-level reports are useful for QBRs and account reviews — you get a focused view of a single account's data without manually applying filters.
</Tip>

### Responsive Layout

Dashboard grids adapt to your screen size. Widgets reflow across breakpoints — a 12-column layout on large screens compacts to fewer columns on smaller screens, so dashboards remain usable on tablets and narrow browser windows.

### Navigating Back

Click the back arrow in the top-left corner of the dashboard header to return to the dashboard list.

### Related Pages

* [Reports Overview](/reports/basics_of_reports) — Key concepts, widget types, and data sources
* [Creating Dashboards](/reports/creating_dashboards) — Build dashboards, add widgets, and configure data sources
* [Using Filters](/reports/using_filters) — Filter bar, filter types, and cross-filtering
* [Managing Pinned Dashboards](/reports/managing_pinned_dashboards) — Pin, unpin, and reorder dashboards (admin only)