Dashboards are designed to help you monitor and report on your data. This article will help you set up a dashboard in Tines.
Read our introduction to dashboards here.
Create a dashboard
To create a new dashboard, click on the ‘+ New’ button. Give the dashboard a name and click ‘Save’.
Teams and groups
Dashboards can be created within a team or a case group. You must select the team or group to view their dashboards. Dashboards are not inherited from a group up to the team.
Note: The data available to a dashboard is scoped to the group or team it was created in.
Duplicating dashboards
Dashboards can be duplicated within a team or group. You can also duplicate a dashboard from a team into one of its groups.
Note: The name must be unique and can be edited at any time.
Adding components to your dashboard
There are three main components for building out a dashboard:
Cases visualization: Create a chart, graph, list, or number block representing case data.
Records visualization: Create a chart, graph, table, or number block representing records data.
Notes: context to provide alongside the charts or lists with markdown support
Adding a cases chart
Use this option to build a filtered view of cases data. Cases charts are can be created within dashboards residing within a team or a case group.
Follow these steps to add a cases chart to your dashboard:
Click on ‘Add Chart’ or click the + icon and select visualization (if you already have graphs in your dashboard)
Select the “cases” toggle at the top
Give your chart a name
Select your:
Data source
Chart type
Style
Set the maximum results you want to return (if applicable)
Add filters to narrow in on specific data (optional)
Note: depending on your choice of data source, you will have the option of the following chart types:
Line graph
Number block
Pie chart
List
Bar chart
Adding a record
Use this option to build for a view of records data. Records charts can be created within a dashboard residing only within a team.
Follow these steps to add a records chart to your dashboard:
Click on ‘Add Chart’ or click the + icon and select visualization (if you already have graphs in your dashboard)
Click on the ‘Records’ tab
Give your chart a name
Select your:
Data source
Chart type
Summarize
Time Frame
Style (if applicable)
Maximum results you want to return (if applicable)
Adding a note
Notes let you add explanations and context to your dashboard.
In the toolbar, click the + icon and select ‘Note’.
Once added, you can add the following to your note:
Text
Links
Checklists
Images
Drill down
Drill down functionality is available in both your charts and record views. This is useful because it allows you to view the specific, related cases that make up a particular section of a chart or record view.
Float over a section of your graph
Hold command and click on a section of your graph
Note: Hold ‘Shift’ to select more than one section
The related cases from that section will open in a new tab
Learn more about building dashboards in our docs.