Dashboards are a way to collect all of your relevant charts into one view. You can save multiple reports into a single page view rather than individually viewing each report. It is even possible to save cross-project charts into the same dashboard for side-by-side comparisons.
What you will learn in this article
This article is an in-depth guide on how to use the Dashboards feature, providing information such as how to create and edit a dashboard, what features are supported, and what sharing features are available.
- Dashboards are available to all plans, however the following features are only available for the Scholarship, Growth and Enterprise Plans:
- Adding Behavioral Cohorts to a Dashboard
- Dashboard Date Range (bulk filter)
- Dashboard User Segment (bulk filter)
- Email Reports
- Creating Public Links
- Charts must be first saved before they can be added to a Dashboard. Read more about creating and saving charts here
- The Engagement Matrix chart and Pathfinder Users are currently not supported on Dashboards
Amplitude caches chart results. The cache time is dependent on the time interval (daily, weekly, monthly) and the numbers days from the present day. Cache times for charts on dashboards can be found here.
To manually refresh all charts and cohorts on a dashboard, click the refresh button under "more" at the top of the dashboard. More information here.
Creating and Editing Dashboards
Note: You must be the owner of a Dashboard in order to make edits to it.
To create a dashboard, click the "+New" button in the left sidebar or click on the "Add" button in the top right corner of a chart.
Dashboards are undiscoverable or private by default and can be made visible using the "Discoverable" earth toggle. Only owners of the dashboards have the ability to change the discoverability settings under the "More" drop-down menu.
You can search for discoverable dashboards and charts in the Search tab, launched by the magnifying glass on the left side toolbar, and shown here:
You can then filter for dashboards and specific owners using the filter buttons shown here:
Add to Dashboard Sidebar
Dashboards that you create are automatically added to your left sidebar. You have the ability to unpin and reorder them. You can also browse for other discoverable dashboards and add them to your personal sidebar by clicking the pin icon.
In the dashboard menu, Pin will pin the current Dashboard to the left-hand navigation. Unpin will remove it from the left-hand navigation.
Pinned Dashboards are found in the left sidebar.
In many organizations, it can be challenging for Amplitude users to identify the charts and dashboards they can rely on as a “source of truth”—in other words, dashboards that can be trusted to be accurate, up to date, and relevant. This is especially true in analysis-heavy organizations, where source-of-truth content can be overwhelmed by the sheer volume of ad hoc analyses generated. By making this content easier to find and reference, Amplitude’s Official Dashboards feature can help newer users find their footing more quickly, and ramp up to generating productive analyses sooner.
By designating a dashboard as “official,” you’re telling all Amplitude users in your organization that they can trust the content they find on it to be current, accurate, and vetted. It’s an excellent tool for tracking and broadcasting company-wide KPIs, team-specific KPIs, final analysis for a feature or experiment, or for onboarding new employees and team members.
NOTE: Only an admin or manager can designate an official dashboard.
To label a dashboard as official, follow these steps:
- Open the dashboard you’d like to make official.
- Hover over the icon next to the dashboard’s title.
- On the tooltip that appears, click OK.
You will now be a co-owner of the dashboard; this will include editing privileges. If you are not the original owner of the dashboard, that person will receive a notification.
To remove a dashboard’s official designation, just follow the steps outlined above.
Add a Chart to your Dashboard
A chart must be saved in order to add it to a Dashboard. You can add a chart to a dashboard while saving the chart. If you are already in a saved chart, click "Add To..." in the top menu.
You also have the option to add charts to your dashboard by clicking the "+ Add a Chart" button. This will bring up a module in which you can multi-select and add several charts to a dashboard at once.
Add a Behavioral Cohort to your Dashboard (Scholarship/Growth/Enterprise)
You can add a Behavioral Cohort to a dashboard to easily see the number of users in a cohort and when it was last computed. Once you have saved your cohort, click "Add to" in the menu and select the Dashboard to add it to. You can also add a cohort to your dashboard when viewing your Dashboard by selecting "Add Chart or Cohort" in the More menu.
After adding the cohort to a Dashboard, you have the option to toggle between viewing the current cohort population or the cohort population over time. To switch to viewing the cohort population over time, hover over the cohort in the dashboard and click the settings (•••) button. Then select "Population Over Time".
Note: For any chart or query that segments on a cohort, the segmented cohort will automatically recompute itself whenever the chart is generated. Cohorts added to Dashboards will also refresh.
Display your chart as a KPI or Table
You can toggle headline numbers on for single series Event Segmentation charts, conversion Funnel charts and User Session charts (Average Session Length and Average Sessions Per User only) that are on dashboards. To turn this on, hover over the bottom of the chart in your dashboard and click the settings (•••) button. (Note: You must be the owner of the dashboard to toggle on this option.)
Here you can change how you want to display the chart in the dashboard. You can choose between displaying the chart as a Chart, a KPI, or a Table. To see the Chart with KPIs at the same time, select "Chart" and toggle on "Show previous metrics".
Event Segmentation: From left to right, Chart + "Show previous metrics" will display the following information given the example below where the current day is July 15 and the chart shows unique new users in the last 30 days:
- 255k: Total across the entire date range. In this case, there were about 255k unique new users from June 15 to July 15.
- 4.21k: The metric in the most complete interval. In the example, there were about 4.21k new users on July 14.
- 124%: The difference since the previous interval. In the example below, there was a 124% increase in new users from July 13 to July 14.
- 64.8%: The difference compared to the beginning of the date range set. In the example below, there was a 64.8% overall increase in new users since June 15.
Change the Width of the chart or cohort
To change the size of your chart in the dashboard, hover over a specific chart and click the settings (•••) button in the bottom right corner. Select "Resize" to toggle between a full-width and half-width chart. This is useful for viewing detailed charts in a larger view or highlighting key reports.
Select the "Enter TV Mode" to show your dashboards in a full screen mode. This is optimal displaying Dashboards on TV screens or shared monitors. When using TV mode, the dashboard will refresh every 5 mins. However the charts in the dashboard will refresh based on the rates listed under Cache Times.
Note, this is only available to Scholarship, Growth, and Enterprise customers.
Bulk Filter allows you to temporarily or permanently update all charts in the dashboard to an alternate date range, interval, user segment, or event properties to all events containing that property using the menu shown below. Once you apply a filter, you can view your updated dashboard or click into any chart to see the new filters temporarily applied. If you click "Save Over Dashboard" you will permanently update your dashboard with the new filters.
Once you apply a filter, you can also copy a link to share your bulk changes with others. You can do so via the "Copy filtered link" button that appears once you make a change or by copying the page's URL. Navigating to this URL will open your dashboard with the bulk filter already applied.
The filtered link will allow you to share the view with others or generate new links by editing the parameters that are appended to it. For example, if you see "San+Francisco" in the link, you could replace it with "Los+Angeles".
The "More" button contains several advanced options, which are described below.
Copy the dashboard
Creates a duplicate version of the dashboard for you to edit. You will be the owner of the copied dashboard.
Dashboard Subscription Emails (Scholarship / Growth / Enterprise)
Subscribe to a Dashboard to receive an HTML formatted email report with optional CSV files. Dashboard owners can add subscribers to a dashboard and set the cadence for sending updates e.g. Every Monday at 12pm UTC, with or without an attached CSV file. Dashboard owners can also customize the cadence of email reports person by person.
Dashboard subscription emails can be sent to anyone - including people who are not members of your Amplitude organization. You can also subscribe yourself to someone else’s dashboard. Unsubscribe from a dashboard by clicking "Subscribe" followed by the "x" next to the email address or by selecting "Unsubscribe" at the bottom of the email report itself.
You can view and manage the dashboards you are subscribed to by navigating to Settings > Manage Content Access > Dashboard Subscriptions. Here you have the option to remove subscriptions that you no longer need or use, change the day of the week and time the email is sent, and indicate whether the email should include a CSV file. If you are an admin, you can view and delete any dashboard subscriptions in your organization.
Download Chart CSVs
Creates a CSV download file for each of the charts on the Dashboard. Amplitude leverages the chart's name appended by (# of ##) format for the naming convention for each file. Each file contains a summary of the Chart and:
- The URL to the Dashboard
- The Events
- The Segment(s) and/or User Properties
This allows you to create a template using your existing dashboard. More information on templates can be found here.
Refresh All Charts (and Cohorts)
Refresh All Charts will refresh all Charts and recompute all Cohorts in the Dashboard to obtain the latest information.
Dashboards can be archived. You should archive a dashboard when it is no longer supported or used. Users can still search for archived charts in the Search tab. Archiving a dashboard will not archive the charts within the dashboard.
Copy to Notebook
Use this feature to copy all of the charts in your dashboard over to a Notebook, where you can add additional text and images.
Click "Share" in the toolbar to share the dashboard to more viewers via email. If you are the owner of a dashboard or an Admin or Manager in the org, select "View" in the dropdown menu to the right and add emails of users who you'd like to share the dashboard with (without adding them as co-owners).
Edits to dashboards can only be made by the current owner(s). Admins can modify ownership of dashboards that do not belong to them.
Click "Share" in the toolbar to change the owner of the dashboard. When 'Co-owner' is selected in the dropdown menu, add emails of users to make them owners of the dashboard. To remove ownership from a user, click the 'x' next to their email.
Once you transfer your ownership to another user, you will no longer be able to make edits to the dashboard.
Create a Public Link (Scholarship / Growth / Enterprise)
Click "Share" and then "Manage Public Links' to bring up a module that allows you to create a shared link to the Dashboard. This allows you to create a live link that users without an Amplitude account can access. For more information, see our Public Links article.
Comment (Scholarship / Growth / Enterprise)
You can start a discussion around your analyses right alongside your charts on a dashboard. This is useful for working in teams to deliberate findings. This feature is only available to customers on our Scholarship/Growth/Enterprise plan. To comment, click the "Comment" button located at the top of a dashboard. You can also mention colleagues by typing their name after "@". They will receive an Amplitude notification.
You can also receive a notification via Slack. More information on how to integrate Slack can be found here.
The default selection will display all top X values/events on a chart. As new values/events come in and as the top values/events change, your charts will update automatically to always reflect the top X values. If you wish to preserve the current state of a chart, you can explicitly select the values/events you wish to monitor in the breakdown table below the chart.
Charts that update the top values automatically will have a box in the dashboard view that denotes this functionality. For example, the following pinned chart on this dashboard will continuously update to reflect the top 10 cities with the most users who joined a community.
Note: The number of segments selected on a chart will not change. If you have the top 10 values selected, then you will always see 10 segments on your chart. The values only change if new values become one of the top 10.