Dashboards: Get a bird's-eye view of all your important charts

This article will help you: Create and edit dashboards Share your dashboards within your organization

With dashboards, you can collect all your relevant charts into a single, convenient view. You can save multiple reports into a single page view, rather than viewing each individual report in isolation. You can even save cross-project charts into the same dashboard, for side-by-side comparisons.  

Before you begin

Dashboards are available to all all Amplitude customers. However, certain features are only available for customers on Scholarship, Growth and Enterprise plans:

• • Adding behavioral cohorts to a dashboard
  • Dashboard date range (bulk filter)
  • Dashboard user segment (bulk filter)
  • Comment
  • Email reports
  • Creating public links
  • Adding target metrics

You'll have to save your charts before adding them to a dashboard. Read more about creating and saving charts here.

Also, be aware that the Engagement Matrix and Pathfinder Users charts are currently not supported by dashboards.

Create a dashboard

To create a dashboard, follow these steps:

1. Click + New in the left sidebar to create a dashboard from scratch. Alternatively, click + Add to from within an existing chart and select + Create a new dashboard from the menu. 

2. Type the name of your new dashboard where it reads Untitled Dashboard. Amplitude will save your new, still-empty dashboard.
3. To add content to your dashboard, click Add a Chart or Cohort. Then select the content you want to include from the fly-out panel on the right.
   
   
   
   
4. If you'd like to add this dashboard to an existing team space, click Add to and select the team space you want from the list.

Your dashboard should be listed in your left sidebar. You can remove it from the sidebar by toggling the Pin to Sidebar switch, accessible from the More drop-down menu.

Edit a dashboard

If you're the owner or co-owner of a dashboard, you'll be able to make edits to it. These include adding charts or cohorts to the dashboard and designating the dashboard as an official source of truth within your organization.

Add charts to your dashboard

You can add charts to your dashboard from the dashboard or form within the chart itself. To populate your new dashboard with charts from within your dashboard, follow these steps:

1. From within the dashboard, click More. 
2. The Add to Dashboard fly-out will appear. Find the content you'd like to add from the list. Hover over it and click Add Item. The chart should now appear on your dashboard.
3. Repeat step 2 until you've added all the content you need for your dashboard.

To add a chart directly to a dashboard, click + Add To from within the dashboard, scroll to Existing Dashboards, and select it from the list. You can add up to 45 charts to a dashboard.

Add cohorts to your dashboard

You can add a behavioral cohort to a dashboard. This will display the number of users in a cohort and when it was last computed. 

NOTE: This feature is only available to customers on a Scholarship, Growth, or Enterprise plan.

To add a cohort to your dashboard, follow these steps:

1. Save your cohort and click + Add to.
2. Select the dashboard you'd like to add this cohort to from the list.
   
   NOTE: You can also add a cohort to your dashboard from within the dashboard itself: just select Add Chart or Cohort from the More menu.

You can view any cohort on your dashboard by 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 •••. 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.

Designate your dashboard as "official"

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.

This feature is only available for users on Growth, Scholarship, and Enterprise plans.

NOTE: Only an admin or manager can designate an official dashboard.

To label a dashboard as official, follow these steps:

1. Open the dashboard you’d like to make official.
2. Hover over the icon next to the dashboard’s title.
3. 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.

Change your dashboard's display preferences

Once you've created and populated your dashboard with charts or cohorts, you can modify its display settings to best accommodate your team's needs.

Display as charts, KPIs, or tables

You have the option to display any Event Segmentation charts, conversion Funnel charts and User Session charts you add to your dashboard as a chart, a table, or a single KPI. To switch between these display modes, click ••• in the lower-right corner of your chart, and select your preferred display from the Visualizations section of the menu. 

NOTE: Your KPI options are limited to Average Session Length and Average Sessions Per User for a User Sessions chart. Also, only the dashboard owner can change the display mode of any included charts.

For Event Segmentation charts, to see your chart with metrics displayed, select Chart and toggle Show Metrics to On. 

In this Event Segmentation chart, Show Metrics is switched on. The current day is April 5, and the chart shows unique new users in the last 30 days:

• 487k: Total across the entire date range. In this case, there were about 487k unique new users from March 6 to April 5.
• 83.2k: The metric in the most complete interval. In the example, there were about 83.2k new users on April 4.
• 6.22%: The difference since the previous interval. In the example below, there was a 6.22% increase in new users from April 3 to April 4.
• 6.14%: The difference compared to the beginning of the date range set. In the example below, there was a 6.14% overall increase in new users since March 6. 

Add target metrics

You can add a target metric for Event Segmentation, conversion Funnel, and User Session charts when using a "chart" visualization. Target metrics allow you to communicate and display the metric value your team is trying to achieve for the selected chart. You may also optionally add a target date to the metric.

To do so, follow these steps:

1. Click ••• in the lower-right corner of the chart and click Add Target Metric.
2. In the Add Target Metric modal, set your target for the chart's current KPI metric. 
   
   
   If this isn't the metric you want, you'll have to change the KPI metric on the chart and try again.
   
   
3. Click + Add Target Date to add an optional target date.
4. Click Save.

Change the width of the chart or cohort

Sometimes, you'll want to change the size of a chart within your dashboard display. This is useful for viewing detailed charts in a larger view, or highlighting key reports.

To change the size of a chart in the dashboard, follow these steps:

1. Hover over the chart and click ••• in the lower-right corner.
2. From the menu, select Increase Width or Decrease Width to adjust the width of the chart. 

View your dashboard in full-screen mode

Often, when displaying your dashboards on TV screens or shared monitors, you'll want to put it into full-screen view. To do so, click More and select Enter TV Mode from the drop-down menu.

NOTE: When using TV mode, the dashboard will refresh every five minutes. However, the charts in the dashboard will refresh according to the schedule shown under Cache Times.

Filter your dashboard

With filtering, you can temporarily or permanently filter all the charts in your dashboard to an alternate date range, interval, or property.

To apply a filter, follow these steps:

1.  Open the dashboard where you’d like to apply a filter.
2. To filter by interval, click the Daily dropdown and select the desired interval.
3. To filter by date range, click one of the preset values—last seven days, 30 days, 60 days, or 90 days—or set the date range manually, using the date picker.
4. To filter by property, click Add Filter and choose the property you want to filter on. Then enter the desired value. You can select more than one property to include in your filter. 

Once you’ve created a filter you’re happy with, you have a few options, all of which are accessible via the dropdown:

• Pin the filter to your dashboard by selecting Pin to Dashboard.
• Reset your filter to the default state by selecting Reset to Default.
• To save your filter across all the charts in your dashboard, select Save onto Charts. You must own all charts in the dashboard to modify their definitions; if you don’t, make a copy of the dashboard to copy the charts, and save it then.

Once you apply a filter, you can copy a link to share your bulk changes with others. Either click Copy filtered link or copy the page's URL to your clipboard. Navigating to this URL will open your dashboard with the bulk filter already applied.

Share your dashboard

Once you've got your dashboard built out the way you want it, you'll need a way to share it with others in your organization.

To share your dashboard, follow these steps:

1. To copy the URL of your dashboard to the clipboard, click . Then paste it into an email or Slack message.
2. Alternately, to share the dashboard directly, click instead.
3. In the Share your analysis modal, type in the names or emails of everyone you want to share the dashboard with.
4. In the right-side drop-down, set the permissions for everyone you'll be sharing the dashboard with. To make them co-owners, select Co-owner. To limit their permissions to read-only, select View.
5. To create a live, public link that will be usable by others without an Amplitude account, click Manage Public Links. For more information, see our article on public links in Amplitude.
   
   NOTE: Public links are only available to customers on a Scholarship, Growth, or Enterprise plan.
   
   
6. Click Modify Owners.

Comment on your dashboard

You can start a discussion around your analyses right alongside your charts on a dashboard. This is useful for teams to discuss and iterate on their findings. 

NOTE: This feature is only available to customers on a Scholarship, Growth, or Enterprise plan.

To comment, click Comment, 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. 

Remove owners from your dashboard

While a dashboard must have at least one owner, it can also have many co-owners. You grant co-ownership status to other users via the Share feature, discussed above.

To remove owners—including yourself—from your dashboard, click and select Co-owner from the drop-down list. Click the x next to the email address of each person you want to remove as an owner, then click Modify Owners.

If you remove yourself from the ownership list, you will no longer be able to edit the dashboard.

NOTE: Admins can modify ownership of dashboards that do not belong to them.

Find other dashboards 

You can search for discoverable dashboards and charts in the Search tab, launched by clicking anywhere in the Search field on the left side toolbar:

You can then filter for dashboards and specific owners using the filtering options shown here:

 

Add a dashboard to the sidebar

Dashboards that you create are automatically added to your left sidebar. You can un-pin them from the sidebar, or reorder them. You can also browse for other discoverable dashboards and add them to your personal sidebar by clicking More and switching the Pin to Sidebar toggle to On. 

Subscribe to a dashboard

When you subscribe to a dashboard, you'll receive an HTML-formatted email report with optional .CSV files. Dashboard subscription emails can be sent to anyone, including people who are not members of your Amplitude organization. 

NOTE: This feature is only available to customers on a Scholarship, Growth, or Enterprise plan.

To subscribe to a dashboard—either your own, or someone else's—follow these steps:

1. From within the dashboard you want to subscribe to, click More, then select Subscribe from the drop-down menu. The Subscribe to Dashboard Reports modal will open.
2. In the Email tab, your name should already appear in the Subscribe yourself field. Set your preferred update frequency and click Add.

NOTE: If you own or co-own the dashboard, you can also add other subscribers, the Subscribe yourself field will be named Add subscribers; there, you can add subscribers other than yourself.

Dashboard owners can add subscribers to a dashboard and set the update frequency (e.g., every Monday at 12pm UTC), with or without an attached .CSV file. Dashboard owners can also customize the frequency of email reports on a person-by-person basis.

View and manage the dashboards you are subscribed to by navigating to Settings > Manage Content Access > Dashboard Subscriptions. You can cancel subscriptions you no longer need or use, change the day of the week and time the email is sent, and specify whether the email should include a .CSV file. 

Admins can view and delete any dashboard subscriptions in their organization.

Set up Slack notifications for a dashboard

You can opt to receive notifications for a dashboard over Slack instead of via email, if you prefer. Notifications take the form of automated recurring dashboard PDFs, paired with a link back to the dashboard, sent to Slack channels you designate.

You can subscribe as many Slack channels as you like to a dashboard, via the Amplitude bot in Slack.

To subscribe to Slack notifications for a dashboard, follow these steps:

1. From within the dashboard you want to subscribe to, click More, then select Subscribe from the drop-down menu. The Subscribe to Dashboard Reports modal will open.
2. Click the Slack tab. In the Add new subscriber(s) field, enter the names of the Slack channels you want to subscribe to this dashboard. 
3. When you're done adding channels, set your preferred update frequency and click Add.

To modify the notification schedule for one or more Slack channels, check the boxes next to the channel names, adjust the notification frequency, and click Update.

Templatize a dashboard

You can easily turn your dashboards into templates, which allow teams to efficiently and confidently recreate their common analyses and share best practices with just a few clicks. Save time when repeating common analyses and make it simpler for new team members to measure impact.

To designate a dashboard as a template, follow these steps:

1. In your dashboard, click More and select Tag as Template from the dropdown menu.
   
2. In the Templatize Dashboard modal, set the Discoverability toggle to on or off, depending on your preferences, and add any instructions you’d like to communicate to users of the template. If you choose not to add your own instructions, the default boilerplate will be used. Then click Save.
   

Once your dashboard has been templatized, you’ll notice three differences:

• The dashboard will carry a template icon; 
• The dashboard will include the template instructions you added in Step 2 above;
• There will be a Create New button, which is how you can create copies of the dashboard from the template:
  
  
  

You will be able to find templates using Search or Spaces. Just look for the template icon. You can also filter for dashboard templates in Search, via the Template filter under Tags.

Template use cases

Some of the most common use cases for templates in Amplitude include:

• A/B testing: Swap out user or event properties or cohorts with each new experiment’s variants
• Releases: Swap out version, campaign, region, etc. to track performance or key metrics for new releases
• Usage or engagement dashboards: Segment by feature/product, region, device, customer, channels, etc. to analyze metrics like engagement with critical events, or specific noteworthy funnels 
• B2B or partner use-cases: Create different dashboards segmented by customer account or partner
• Amplitude new user onboarding: Templates for the above use cases to help onboard new Amplitude users by acclimating them to the types of analyses most often performed by their new teams.

For more information on templates, see this article in our Help Center.

Copy, download, export, refresh, or archive your dashboard

The More menu contains several administrative functions not discussed above:

• Refreshing all charts will update all charts and cohorts included in your dashboard, so that it displays the most up-to-date information.
• When downloading a .CSV of a chart, the downloaded file will contain a summary of the chart, the dashboard URL, and all events, segments, and user properties.
• When exporting your dashboards, you can choose between .PDF and .PNG formats.
• When copying a dashboard, you will be the owner of the copied version, regardless of whether you own the original version.
• Dashboards cannot be deleted, but they 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.

Dashboard cache times 

Amplitude caches chart results. The cache time is dependent on the interval (daily, weekly, monthly) and the length of time covered. Cache times for charts can be found here. Cache times for dashboards and CSV downloads are twice as long as the times listed.

To manually refresh all charts and cohorts on a dashboard, click More —> Refresh Dashboard.