Early access feature
This feature is currently available for early access. Contact your CSM for more information.
Change which territory, team, plan, record, or time period a Reporting (Beta) dashboard shows. Your changes affect only your own view, so you can explore without changing the dashboard for anyone else.
Before you begin
A Tenant Admin must turn on Reporting (Beta) for your tenant. For more information, refer to Get started with Reporting (Beta).
You need access to the dashboard. Admins and the dashboard's creator always have access. Everyone else needs the dashboard shared with them. For more information, refer to Reporting (Beta) permissions.
Open a dashboard
In the top navigation, click Reports (BETA).
Open the folder that holds the dashboard.
Click the dashboard card. Dashboards are labeled Dashboard v2.
Dashboards you opened recently also show under RECENT on the Reports (BETA) page.
Choose which territory or team you see
The part of the plan a dashboard is showing is called its scope. The filter bar shows a scope chip for each hierarchy the dashboard's tiles use, such as Territories: All Companies or Teams: Manager. Each tile shows a label, such as Territories, that names the hierarchy it follows.
Click a scope chip.
In the panel that opens, search for or select a node.
The chip updates, such as Territories: NAMER, and every tile that follows that hierarchy updates with it. You only see the parts of the hierarchy you have access to.
Switch plans
Click the Plan chip.
In the panel that opens, select a plan.
Filter to one record
Next to the scope chips, a record dropdown narrows the tiles to one record, such as one account or one person. It shows All Accounts or All People when nothing is picked. To remove a pick, click Clear.
Change the time period
From the Time picker, select a period. The picker offers Fiscal Year, Trailing, To Date, This, Last, Next, and Custom options. Select All time to remove the time limit.
A tile can also use its own period. Dashboard time in a tile's header means the tile follows the dashboard's Time picker.
Reset or clear your filters
Action | Where | What it does |
|---|---|---|
Reset icon (Reset scope to dashboard default) | Next to the record dropdowns | Puts each scope chip back to the dashboard's saved starting view and clears record picks. Time stays as it is. |
Clear filters | Dashboard ⋮ menu | Moves each scope chip to the top node you can see, clears record picks, and sets Time to All time. |
Other options on a dashboard
From the dashboard ⋮ menu:
Refresh reruns every tile.
Show full values shows exact numbers instead of abbreviated ones.
Copy link copies a link to the dashboard. People still need access to open it.
Share… gives people or teams access. For more information, refer to Share reports, dashboards, and folders in Reporting (Beta).
Duplicate makes your own copy that you can change. For more information, refer to Edit a dashboard in Reporting (Beta).
On a tile:
Refresh tile reruns only that tile.
Open report opens the saved report behind the tile.
Table tiles have a Search rows… box, a filter row under the column headers, and Export all data to download the rows as an .xlsx file. To group rows, drag a column header into the grouping bar above the table.
What stays when you leave a dashboard
None of the changes in this article are saved. When you reload or reopen the dashboard, it goes back to its saved starting view. Two people can see different numbers on the same dashboard, because each person only sees data for the parts of the plan they have access to.
To change the starting view for everyone, someone who can edit the dashboard uses Save filters. For more information, refer to Edit a dashboard in Reporting (Beta).