Dashboards and Charts

Use Dashboards to save a recurring view of several measures together. You need the dashboards permission and configured data sources to build charts.

Dashboards are saved layouts of charts. Examples include AR aging, top accounts, or manufacturer mix, where those measures are available. Charts exist independently of dashboards, and one chart can sit on any number of dashboards.

Browsing dashboards

Open Dashboards from the main nav:

Each card shows the dashboard name, description, and update time. Click New dashboard. Enter a name and press Enter. One dashboard is the organization default, marked with a Default pill in the switcher. You cannot delete the default dashboard. You cannot assign a different default in this interface.

Building a dashboard

Open a dashboard to see its grid:

Use the dashboard switcher to open, create, rename, or delete a dashboard. The date-range picker applies to every chart. Use New chart to build a chart. Use Add saved to select saved charts.

Charts use a grid. Drag a chart by its header bar to move it. Drag the corner to resize it. Each chart header has refresh and remove buttons. Click the title or chart body to open the chart detail page. Cards render their last snapshot immediately, then replace it with live data.

Add saved opens the chart picker: searchable thumbnails of every saved chart, each tagged Builder or AI by origin. Select one or more charts. Click Add Selected. Charts already on the dashboard show a check.

Building a chart

From a dashboard, click New chart to open the builder:

1. Enter a chart title.
2. Choose a Data source. The available sources and fields depend on your organization's configured metric views.
3. Choose the X axis, one or more Y measures, and an optional group-by. For a time axis, choose a time bucket.
4. Choose Bar, Stacked Bar, Line, Area, Pie, or Donut. Add filters to limit the source rows.
5. Click Preview. Review the result on the right. Resolve any preview error before you save.
6. Click Save Chart. Saving requires a title and a successful preview.

For grouped charts, use Series Limit to choose the top series or Show all. Pie and Donut charts use Slice Limit. With a top limit, select Group the rest into “Other” to retain the remaining values as a combined category; otherwise they are omitted.

For a monthly revenue trend, select the date as X. Select a monthly time bucket. Select revenue as Y. Add an account group-by only if you want separate series for accounts.

Reusing and removing charts

Use Add saved to reuse a saved chart. Removing a chart from the grid removes that placement; deleting it from its detail view deletes the saved chart itself.

Chart detail

Click a chart’s body on a dashboard to open its detail view. The Add saved picker selects charts to add; it does not open their details:

Use the toggle to switch between the Chart, Table, and SQL views. Compare opens a second chart side by side. The refresh icon re-runs the underlying query. The trash icon deletes the chart.

The Edit button appears only on charts built in the form builder. AI-generated charts (from the River Assistant) can be viewed, refreshed, compared, and deleted, but not edited. To change one, rebuild it or ask the assistant for a variant.