Dashboards arrange cards — tables, graphs, text, images and embedded pages — into a single view. Every dashboard is shared across your company: the portfolio dashboards everyone sees on the homepage, and a matching set for each individual property.
As a Viewer you can open and favorite the dashboards your team has published. Creating, editing and emailing dashboards needs an Editor or Administrator.
Templated dashboards
Your homepage opens on a row of templated dashboards: Overview, Leasing, Rent, Financials and Marketing, with more under the More menu. Templates are ordered Overview, Rent, Financials, Marketing by default; to reorder, put a number at the start of each dashboard's name and they sort numerically.
Managing dashboards
Open Manage dashboards
- From the homepage, open the More menu in the dashboard bar.
- Scroll to the bottom and select Manage dashboards.
From Manage dashboards you can open, edit or delete any dashboard. The row's action menu lets you favorite a dashboard, which pins it under Favorites for quick access; select it again to remove the favorite.
Creating a dashboard
Creating dashboards needs the Editor or Administrator role.
Add a new dashboard
- On Manage dashboards, select Add new dashboard.
- In the Add dashboard modal, enter a name and, optionally, a description.
- Pick a category from the drop-down.
- Optionally set an access restriction so only users with a given permission can see the dashboard. Permissions are created in Manage permissions.
- Choose one of the three layout types described below.
- Select Add.
Choosing a layout
| Layout | Best for | Trade-off |
|---|---|---|
| New | Printing and PDF | Rigid: row width and height cannot be changed |
| Old | Arranging freely on screen | Cards drag, drop and resize, which makes it poor for printing |
| Block note | Mixing dynamic text, headings, columns and report blocks | Takes more setup than the other two |
Editing a dashboard
Edit a dashboard
- Open the dashboard and select Edit dashboard.
- Select the dashboard title to rename it.
- Select + Add card to add content (see below).
- On an Old-layout dashboard, drag cards to move them and drag a card's bottom-right corner to resize it.
- Use the menu at the top right of a card to Edit or Remove it.
- Select Save to keep your changes, or Cancel to leave edit mode without them.
Templated dashboards are best copied first: open the dashboard, select Copy dashboard, give the copy a name, and edit the copy.
Restoring an earlier version
In edit mode, the version history lists earlier versions of the dashboard with who saved each one and when. Select a version to restore the dashboard to exactly how it was at that point. This is the way to undo a change — yours or someone else's.
Adding cards
Select + Add card in edit mode and choose a card type. The options differ slightly between layout types.
| Card | What it shows |
|---|---|
| Graph from a report | A chart saved in a report. Only graphs on the report's first sheet are offered — see Graphs. |
| Table from a report | A report sheet as a table. Standard matches the report; Dynamic sorts by a column you choose, ascending or descending, showing a set number of rows; Fancy table is the styled format used by the Properties dashboard. |
| HTML report | An Email Body / HTML sheet, rendered as a formatted card. |
| Text box | Static text for this dashboard. |
| Image | An uploaded image, or the current property's photo where one exists. |
| iFrame | Another web page shown inside the card. Enter the URL and a height (start with 50). Only works with pages that allow embedding. |
| Property note | A note about the property selected in the property picker. The card appears on this dashboard for every property; the note text is specific to each. |
Block note dashboards
Block note dashboards are built from blocks, like a document. Type or pick from:
- Text — paragraphs, headings 1–6, toggle headings, quotes, emoji
- Lists — bullet, numbered, checklist and toggle lists
- Layout — dividers, and two- or three-column sections
- Media — image, video, audio, file, code block
- Report blocks — report table, report graph, report HTML and iFrame
Adding a report to a block note dashboard
A report table block lists every report in your library. Give the block a title and choose standard, dynamic (sorted by a column you pick, ascending or descending) or fancy table. A report graph block offers any report with a graph; a report HTML block offers reports built with HTML sheets.
Property dashboards
Open Properties and select any property to see its own dashboards. Property dashboards are managed as one set: a change to a property dashboard applies to that dashboard for every property. The data changes with the property you pick; the layout does not.
Edit a property dashboard
- Go to Properties and select a property.
- In the property's dashboard bar, open More and select Manage dashboards.
- Open the dashboard, select Edit dashboard, make your changes and Save.
The Properties dashboard
The Properties dashboard — plural — is a roll-up across every property, with several tabs. It is itself a report built as a fancy table, so it can be edited like any report: add sheets, remove sheets, change columns.
Keeping a dashboard to yourself
All dashboards are shared across your company. To make one visible only to certain people, an Administrator creates a permission in Manage permissions, and an Editor or Administrator sets it as the dashboard's access restriction.
Deleting a dashboard
Delete a dashboard
- Open Manage dashboards (for a property dashboard, open it from the property's own More menu).
- Select the dashboard and the delete icon.
- Confirm with Delete.
Because property dashboards are one shared set, deleting one removes it from every property.