Dashboard Designer

You must have designer rights to create and edit dashboards.

The Dashboard Designer enables you to create working dashboards that provide real-time access to the data needed for your daily tasks. Use this tool to perform ad-hoc analyses of data when existing reports aren't adequate (and you don't have time to build new ones) and to schedule regular exports of data in a variety of formats for sending via email to key stakeholders.

The Dashboard Designer is simple to use—choose a layout, select a data source, add filters, and then drag and drop various components onto the design canvas. As you build a dashboard, you'll receive instant feedback from the data and can immediately interact with various data points.

When you need to present a large amount of data as a report that doesn't fit well onto a single screen, a document works better than a dashboard. In that case, use Xtraction's Document Designer tool. For details, see Document Designer.

Creating a basic dashboard

The following procedure leads you though the process of creating a basic dashboard. Before starting, you may want to read about:

Navigating the user interface. For details, see Navigation.

Using components in dashboards. For details, see About components.

Filtering dashboard content. For details, see Filters.

Interactive features

When components are displayed in a dashboard, you can view or filter the underlying data in more detail using a several methods.


Dashboards are meant primarily for onscreen viewing, but you can export the content into a variety of formats to share with others.
Depending on the content type, you can export a dashboard to these formats: Word, PDF, HTML, Excel, or PowerPoint.

To schedule periodic exports, see Scheduled exports.