A dashboard allows you to put together multiple reports in one place so your stakeholders can view the story of your data. This is helpful for cases when multiple reports are needed to analyze a specific problem.
Create a dashboard
Sign in to your account on Chattermill.
On the left, click Dashboards.
Click Create a new dashboard from scratch. You can also select a template to help you get started.
On the top right, click Add Reports.
Select the reports you want to add to this dashboard.
Make your dashboard easier to understand
Having multiple reports on the dashboard can be confusing. To help your stakeholders follow the story, use the tips below:
To add text to describe the report or data, on the top right, click Add annotation.
To change the shape and order of the reports and annotations, on the top right, click Resize and reorder.
Manage the reports on the dashboard
To show only a specific selection of data on all the reports in your dashboard, on the top right, click Filters.
To rename or replace the report, hover over the report, click Settings > Edit widget.
To export, hover over the report, click Settings > Export widget.
To remove the report from the dashboard, hover over the report, click Settings > Remove widget.
Share your dashboard
Once you’re happy with your narrative, share your dashboard with key stakeholders.
On the top right of your dashboard, click Share.
Choose who or how you want to share your dashboard.
Export your dashboard
On the top right of your dashboard, click More.
Select Export to PDF.
Watch how to create a dashboard.