Manage your dashboards

The Dashboards screen lists all your dashboards, with tools to find, organise, and manage them.

Grid and list view

Use the grid and list view icons in the top right to switch between a grid view and a list view of your dashboards.

Grid view displays each dashboard as a card. Each card shows its name, status such as Home, Pinned, or Shared With Me, creation and last-edited dates, and its creator.

List view shows the same dashboards as table rows instead. It adds a Created By column, so you can see who created each dashboard without opening it.

Search, sort, and filter your dashboards

Use the controls in the top right of the Dashboards screen to find the dashboard you want:

• Search: enter a keyword to filter the list by dashboard name

• Sort: select the sort icon to order your dashboards by Name, Date Created, or Last Edited, in either Newest First or Oldest First order.

  

  Note

  Orbit remembers your last sort order the next time you visit the Dashboards screen.

• Filter: select the filter icon to narrow the list down by shared status or creation date. Status options are All, Shared By Me, Shared With Me, or Not Shared.

  

  Select Reset to clear your filters.

Dashboards load as you scroll, so you don't need to page through your full list to find what you're looking for.

Manage a dashboard from the Dashboards screen

Select the options menu on a dashboard to:

• Set as Home: set this as your home dashboard
• Pin: keep it near the top of your list, and surface it in the Pinned section of the Orbit homepage
• Duplicate: create an instant copy of the dashboard
• Archive: move it to the Archived tab
• Delete: permanently remove it. You can only delete dashboards you created.

To restore an archived dashboard, go to the Archived tab, select its options menu, and select Restore.

Select multiple dashboards

Select a checkbox on a dashboard to enter multi-select mode. With multi-select mode active, select any other dashboard to add it to your selection.

Once you've selected one or more dashboards, use the toolbar that appears to:

• Pin the selected dashboards to the Orbit homepage
• Archive the selected dashboards
• Delete the selected dashboards

Use Select All to choose every dashboard in the current view, or select the close icon to exit multi-select mode.

The dashboard options menu

While viewing a dashboard, select the options menu to:

• Summarise Dashboard: get your AI-assistant Orin to give you a summary of the dashboard's data. See Dashboard summaries.
• Create Audience from Filters: create an audience from the dashboard's filters. See Create an audience from your filters.
• Export as PDF: export the dashboard as a PDF file. See Export a dashboard as PDF.

Create an audience from your filters

Turn the records your dashboard shows into an audience, to use in a campaign or for further analysis. The audience uses the dashboard's filters and your user filters. Drilldowns don't change it, so add a drilldown to your filters first if you want to include it.

To create an audience from your filters:

1. While viewing the dashboard, select the options menu, then Create Audience from Filters.
2. Enter an Audience Name.
3. Under Resolve Table, choose what the audience counts, such as People or Households. See Choose a table level.
4. Select Create.

Orbit confirms that it's created the audience. Select View Audience to open it, or find it later on the Audiences screen.

If your dashboard has no filters, Orbit asks you to add a dashboard or user filter first.