The Dashboards sidebar is where you can quickly access your custom reports. You can save multiple reports into a single page view rather than individually generating 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.
Prerequisites
- 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)
- Comment
- 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
- Undiscoverable or private dashboards and charts are still visible to Managers and the Organization Admins in Search page. Read more about user permissions here
- The Engagement Matrix chart and Pathfinder Users are currently not supported on Dashboards
Table of Contents
- Cache Times
- Creating/Editing Dashboards
- Discoverability
- Add to Dashboard Sidebar
- Add Chart to Dashboard
- Add Behavioral Cohort to Dashboard (Scholarship/Growth/Enterprise)
- Chart + KPI
- Chart Width
- TV Mode
- More Options
- Copy
- Subscribe
- Download Chart CSVs
- Bulk Filter (Scholarship/Growth/Enterprise)
- Templatize (Scholarship/Growth/Enterprise)
- Refresh All Charts
- Archive
- Share
- Modify Ownership
- Create Public Link (Scholarship/Growth/Enterprise)
- Comment (Scholarship/Growth/Enterprise)
- Top Values
- Sending Email Reports (Scholarship/Growth/Enterprise)
Cache Times
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 on a dashboard, click the refresh button under "more" at the top of the dashboard. More information here.
Creating/Editing Dashboards
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.
Discoverability
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.
Official Dashboards (DEPRECATED)
Official Dashboards have been deprecated, and all historic official dashboards were migrated to a designated Team Space, which all users in your org were invited to join. Please leverage Team Spaces to share universal content going forward.
Add Chart to Dashboard
A chart must be saved in order to add it to a Dashboard. You can add a chart to a dashboard while saving it.
If you are already in a saved chart, click "Add To..." in the top right corner.
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 Behavioral Cohort to 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 then monitor the number of users in a cohort over time on a dashboard.
Note: For any chart or query that segments on a cohort, the segmented cohort will automatically recompute itself whenever the chart is generated. Otherwise if the cohort is not included in a chart, it will not recompute unless manually recomputed.
Chart + KPI
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 pinned on your dashboard and click the "Chart + KPI" option. (Note: You must be the owner of the dashboard to toggle on this option.)
From left to right, it 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.
Chart Width
Hover over a specific chart and click the expand icon in the bottom right corner to make the chart full-width. This is useful for viewing detailed charts in a larger view or highlighting key reports.
TV Mode
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.
More Options
The "More" button contains several advanced options, which are described below.
Copy
Creates a duplicate version of the dashboard for you to edit. You will be the owner of the copied dashboard.
Subscribe (and Unsubscribe)
Dashboard owners can add one more more subscribers to this dashboard and set the cadence for sending updates for this subscription, i.e. Every Monday at 12pm UTC, with or without an attached CSV file. An HTML formatted email report with optional CSV files can be sent to anyone. Dashboard owners can customize the frequency of email reports person by person. You can also subscribe yourself to someone else’s dashboard. You can view a list of your dashboard subscriptions in Settings.
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 may also delete these subscriptions in Settings. If you are an admin, you can view and delete any dashboard subscriptions in your organization from Settings.
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
Bulk Filter
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, or user segment, 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".
Templatize
This allows you to create a template using your existing dashboard. More information on templates can be found here.
Refresh All Charts
Refresh All Charts will refresh all Charts and recompute all Cohorts in the Dashboard to obtain the latest information.
Archive
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.
Share
Modify Ownership
Edits to dashboards can only be made by the current owner(s). Admins and Managers can modify ownership of charts that do not belong to them.
Click "Share" in the toolbar to change the owner of the dashboard or share the dashboard to more viewers via email. 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 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.
Top Values
The default selection will display all top X values/events on a chart. So, as new values/events come in and as the top values/events change, then your charts will update automatically to always reflect the top X values. If you wish to preserve the current state of a chart, make sure you only explicitly select the values/events you wish to monitor. This will be green check boxes in the breakdown data table below a chart as opposed to the purple.
Charts that will update the top values automatically with new values/events if these new values become top values will have a purple 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 11 cities with the most active users.
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. Only the values will change depending on if new values become one of the top 10.
Sending Email Reports (Scholarship / Growth / Enterprise)
Please see Subscribe for more details on how to subscribe or unsubscribe to Dashboard email reports.
You can manage the dashboards you are subscribed to in the Settings page. Here you have the option to turn on or off the notifications, change the day of the week and occurrence for your automatic notifications. Also, here you have the option to include a CSV file in your email and to delete any notification that you no longer need or use.
