/
AI-Powered Report Dashboards

AI-Powered Report Dashboards

Organize, visualize, and distribute the reports you built with the AI-Powered Report Builder. Dashboards assemble multiple reports into clean pages you can view online or send on a schedule.

Introduction / Overview

What it is: Dashboards are curated collections of saved reports. Each dashboard can have multiple pages, and each page can display one or more report visualizations (bar, line, map, pie, etc.).

Why it matters: Dashboards give teams a single place to monitor KPIs, align on timeframes, and share updates automatically—no manual exporting required.

Prerequisites

Quickstart / TL;DR

  1. Go to Reporting → Custom Dashboards and click Create New Dashboard.

  2. (Optional) Add pages to organize content.

  3. Click Add Report, choose a saved report, place it, and resize it.

  4. Set a Date Range; all reports on the page use that range.

  5. Click Save Dashboard.

  6. Click Schedules to email the dashboard on a daily, weekly, or monthly cadence.

Step-by-Step Instructions

1) Create or Manage Dashboards

  • Open Reporting → Custom Dashboards.

  • Click Create New Dashboard to start fresh, or View / Edit / Delete to manage existing dashboards.

2) Add Pages (Optional)

  • Use Add Page to create logical sections such as Sales, Traffic, or Operations.

  • Pages help keep audiences focused and layouts clean.

3) Add Reports to a Page

  1. Click Add Report.

  2. Pick a saved report from the dropdown.

  3. Place the report: click to set its position and then Confirm.

  4. Resize the tile to control the chart’s footprint on the page.

4) Set the Date Range

  • Choose a preset (Today, Last 7 Days, Last 30 Days, This Month, YTD, etc.) or select a Custom range.

  • The chosen range applies to all reports in the current dashboard to ensure apples-to-apples comparisons.

    • If you need different timeframes for comparison, create a separate dashboard (or a separate page with its own range if supported in your account).

5) Render and Review

  • After the date range is set, charts render with the selected timeframe.

  • Adjust placement and size as needed for readability.

6) Name the Dashboard

  • Click the pencil icon next to the title to rename.

  • Use clear conventions, e.g., “Executive KPIs — Last 30 Days.”

7) Save

  • Click Save Dashboard (top-right).

8) Schedule Email Delivery (Optional)

  • Click Schedules (top-right) to automate delivery.

  • Enter one or more recipient emails (comma-separated).

  • Select Daily, Weekly, or Monthly, and choose the send time/day.

  • Each message includes:

    • A brief summary of the dashboard’s reports.

    • A PDF snapshot of the dashboard with the selected timeframe.

Advanced Options / Deeper Detail

  • Layout tuning: Use consistent tile sizes for related metrics to speed scanning.

  • Page strategy: Create dedicated pages for specific teams (e.g., Marketing Campaigns, Warehouse Ops).

  • Report reuse: The same saved report can appear on multiple dashboards.

Best Practices & Tips

  • Align the date range with your business cadence (weekly team meeting, month-end close, quarter-to-date).

  • Keep pages focused: 4–8 visualizations per page is a good balance of detail and readability.

  • Use descriptive dashboard names and page titles to improve search and onboarding for new team members.

  • Standardize color choices and chart types for recurring KPIs to reduce cognitive load.

Troubleshooting / FAQ

I don’t see any reports in the dropdown.
Make sure you have saved reports in the Report Builder and have permission to access them.

My chart isn’t rendering.
Confirm a valid date range is selected and the underlying report runs successfully in the Report Viewer.

The data timeframes don’t match across charts.
Remember the page-level date range applies to all charts on that page. Create a separate dashboard (or separate page) for alternate timeframes.

Scheduled emails didn’t arrive.
Verify recipient addresses, schedule time zone, and that the dashboard was saved before scheduling. Check spam filters on recipient inboxes.

Conclusion & Next Steps

You’ve assembled a dashboard that brings multiple AI-generated reports together, standardized by timeframe, and ready for sharing.

With dashboards and schedules in place, stakeholders receive timely, consistent insights to guide data-driven decisions.