Coming soon: We are introducing a fresh new look for record drawer and details pages on September 30, 2020. This article describes the current experience. Preview the upcoming improvements in your account now so you can get familiar with the new way of working in Aha!
Dashboards let you organize reports, charts, and custom roadmaps into a single Aha! view. When you want to communicate your team's strategic progress, highlight bottlenecks, or juxtapose your roadmap against detailed analytics, dashboards are your window to at-a-glance insights.
Because dashboards are collections of Aha! views, you can click into any of the data they display to open a record's detail drawer. This way, you can adjust details, answer questions, or analyze more deeply without ever leaving the page.
Users with any permission level can create dashboards. But users viewing a dashboard will only see data for workspaces that they have access to.
Click any of the following links to skip ahead:
- Create reports, charts, and custom roadmaps
- Create a dashboard
- Add and adjust dashboard panels
- Edit views
- Share your dashboard
Create reports, charts, and custom roadmaps
To build a dashboard, you need a collection of reports, charts, and roadmaps. If you have already created these, you are ready for the next step. If you want to create some from scratch, start here. You can add the following views to a dashboard:
When you add one of these views to a dashboard, Aha! copies the view and your dashboard panel displays the copy. This way, changes you make to the configuration of the original view — the view's type, style, or filters — will not affect the information displayed in your dashboard panel. Changes you make to your Aha! data will be reflected in either view.
Each panel's view will have (dashboard panel) added to their names and they will not appear in the list of available views to add to a dashboard. They will appear in Aha! search results though. Later, when we discuss how to edit the views in your dashboard panels, you will be editing these duplicates.
Create a dashboard
To create a dashboard, navigate to Roadmaps > Dashboards. From here, you can see dashboards already created by you or your team. Or you can click Create new dashboard to start a new one.
Once created, it's time to customize your dashboard. Click on the dashboard's name in the upper left to rename it. Or click the Views dropdown to Save it as another name (your dashboard will autosave any changes under its current name), Delete it, see other Saved dashboards, or Edit your dashboard's details.
From your dashboard's detail drawer, you can rename it, link to it, or open it. You can also adjust sharing and viewing permissions by choosing what workspaces you want to share the dashboard with, whether users should be able to edit the dashboard, and whether you want to save it in a folder. You can also add a Description to your dashboard to introduce it to your audience.
Back on the dashboard, click Add panel to start adding panels.
Add and adjust dashboard panels
Each dashboard is made of a series of panels arranged to display the reports, charts, and custom roadmaps you want to include. You can resize, move, rename, or delete panels.
To add a new panel, click Add panel. From here, you can start from a selection of example panels. (You can always customize an example panel after you add it.) Or you can choose to Use existing report and then search for a view you have already created and saved. Once you have found the view you want to add to a panel, click Add to dashboard.
Note: you can add a max of 20 panels to each dashboard.
To resize a panel, click and drag its bottom-right corner. Once you do, you will see the dashboard's grid system. As you drag your panel to its new dimensions, you can see how it will affect the Aha! view it displays.
To move a panel, click and drag its header. Once you do, you will see the dashboard's grid system again. Drag your panel to a new location. If you drag your panel below your screen, your dashboard will expand vertically to include it. This way, your dashboard will always be as large as you need it to be to fit your panels.
To rename a panel, click the panel's More options button, then select Edit panel. From here, change the panel's Title, and Show or Hide chart legends on the panel. Click Update when you're done.
To delete a panel, click the panel's More options button, then select Delete panel.
Note: Deleting a panel does not delete the Aha! view it displays, just the panel itself.
You already know how to adjust the dashboard panel itself to display your view where — and how — you want to. Let's talk about how to adjust the view itself.
To edit a panel's view, click its More options button, then select Open report. The report, chart, or custom roadmap will open in a new window.
Note: You can also select Customize report from the Edit panel modal.
Remember, when you add a view to a dashboard, you will be working with a copy of the view. This lets you customize the report, chart, or roadmap to fit your dashboard without affecting the original report. You will know you are customizing the duplicate view if you see (dashboard panel) after the report's name.
Customize your report or roadmap just as you do elsewhere in your Aha! account:
- Use the Change report type dropdown to display the data differently.
- Use the Set dates dropdown on the custom roadmap to adjust the date range for the roadmap.
- Use the Customize view ⚙️ dropdown to add or remove fields and to customize the report or roadmap's style.
- Use the Edit filters icon to add advanced filters to the view, or add basic filters through inline filtering.
Once you are done, click Save changes to save your view, then refresh your dashboard to see your updates reflected there.
Share your dashboard
When you are ready to share your dashboard with your teammates, select one of the export options under the Share menu on the top-right of the screen.
- To include your dashboard view in a presentation, select Add to presentation. In your presentation you can select the dashboard's update frequency.
Note: When you add a dashboard to a presentation slide, you will be able to scroll through the dashboard itself, but not through individual dashboard panels. You may want to create a version of your dashboard with presentation slides in mind.
- To invite people outside of your Aha! account to view your dashboard, select Share as webpage.
Note: To protect your data's privacy, dashboards shared as webpages will not allow users to click into record detail drawers, access a dashboard panel's More options menu, or move or resize dashboard panels.
- For a static version of your dashboard, export it to PNG image or PDF document.
- If your team uses Confluence, you can always embed your dashboard into a Confluence page.