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Overview
Design
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Analytics
Metrics Analysis
Custom Scripts Dimensions Filters Reports
Library
Charts Reports Templates
Dashboard
Dashboard
Schedule
Scheduler
Inbox
Inbox
Migration
Migration
Datasource
Datasource
Datasource Management
Data Model
Connectors Management
Admin
Admin
User Management Roles Management Group Management Organization Management Security Tags

Overview

The Dashboard is the consumption surface for Lens. It displays the Reports a user has access to in one screen, with page-level controls for downloading, refreshing, configuring display preferences, choosing how multiple Dashboards are navigated, and applying filters across the visible content. Dashboards are where Reports designed in Lens Design are actually viewed by their audience.

The Dashboard is reached from Main Navigation → Dashboard. Reports appear on the Dashboard based on the Show in Dashboard toggle and Order in Dashboard value configured per-Report in Library Reports; the Dashboard itself does not author Reports, it presents them.

When to use it

  • View Reports prepared by Lens Designers.
  • Download Reports for offline use or sharing with stakeholders outside Lens.
  • Apply filters across multiple Reports at once to drill into a specific subset of data.
  • Choose how Dashboards are navigated when more than one is available.
  • Refresh data to see current values without waiting for a scheduled update.

Page controls

Four page-level controls appear on the Dashboard. The three-dot menu in the top-right corner hosts Download, Preferences, and Refresh; the settings icon hosts Tab Type.

DownloadSaves the Dashboard as PDF, Excel, CSV or PPT. PDF supports a Current Dashboard / All Dashboard scope choice and routes the output to the Inbox.
PreferencesSelects which fields are displayed on the Dashboard.
RefreshReloads the Dashboard with current data from the source.
Tab TypeSets how Dashboards are presented in the navigation when multiple Dashboards exist.

Download

PDFRenders the Dashboard as PDF. Routes the output to the user’s Inbox. Two scope sub-options: Current Dashboard renders only the active Dashboard; All Dashboard renders every Dashboard available to the user.
ExcelDownloads the Dashboard’s data in Excel format.
CSVDownloads the Dashboard’s data in CSV format.
PPTDownloads the Dashboard as a PPT. Routes the output to the user’s Inbox.

Tab Type

Tab Type controls the visual presentation of multiple Dashboards in the navigation. The four options affect appearance only; the underlying Dashboards and their content are unchanged.

TabDashboards appear as a horizontal row of tabs.
DropdownDashboards appear in a dropdown selector.
ButtonDashboards appear as buttons.
Classic ViewDashboards appear in the classic layout segregated based on the categories the designer sets on the Report Designer.

Dashboard Filter

Dashboard Filters narrow the data shown across the Dashboard’s Reports. A Dashboard Filter affects a Report only if the Report has a matching filter defined at design time; Dashboard Filters cannot create filters that the underlying Reports don’t already declare.

ClassicInline filter bar on the Dashboard. Selecting values immediately filters the Reports.
Pop-upFilter opens in a modal pop-up. Selecting values and confirming filters the Reports.
AccordionFilter appears as a collapsible accordion panel. Selecting values filters the Reports.

Report presentation

Reports are placed on the Dashboard using settings configured per-Report in Library Reports, not from the Dashboard itself.

Show in DashboardWhen on, the Report appears on the Dashboard. When off, the Report exists in Library but is hidden from the Dashboard view.
Default in DashboardMarks the Report as the first to load when the Dashboard opens for this user.
Order in DashboardNumeric position (1 to 200+) controlling display order. Lower numbers appear first.

Key behaviors

Dashboard is a consumption surface. Reports are authored in Lens Design and configured in Library Reports.

Show in Dashboard controls visibility. A Report exists in Library independently of whether it appears on the Dashboard. Show in Dashboard is the toggle that bridges Library to Dashboard. A Report can be present in Library and intentionally hidden from the Dashboard.

PDF downloads route through Inbox. PDF Dashboard downloads are queued and delivered to the user’s Inbox rather than streaming directly to the browser. This allows large Dashboards and All Dashboard exports to be processed asynchronously without blocking the user.

Refresh pulls current data. Refresh re-runs the Reports on the Dashboard against their data sources. Any data captured in Inbox entries from earlier downloads remains at its original state; Refresh affects the live Dashboard view only.