Dashboard

The Dashboard section lets analysts create and view chart-based summaries of case and task data. Each dashboard contains one or more widgets arranged in a grid.

Dashboard list

Dashboard list showing status (Private/Shared), title, owner, creation and update dates, and action buttons

The dashboard list shows all dashboards available to the current organisation. Each row displays:

  • Status — Private (visible only to the owner) or Shared (visible to all organisation members)

  • Title — dashboard name and description

  • Owned By — the user who created the dashboard

  • Date — two timestamps: C (created), U (last updated)

List controls

The toolbar above the list provides:

  • + — opens the creation panel for a new dashboard

  • Import — imports a dashboard definition from a JSON file

Row actions

Each row provides five icon buttons:

  • View — opens the dashboard

  • Copy — duplicates the dashboard

  • Edit — opens the edit panel to rename or update the description

  • Export — downloads the dashboard definition as a JSON file

  • Delete — permanently removes the dashboard

Creating a dashboard

Clicking + opens a slide-in panel with three required fields:

  • Title

  • Description

  • Visibility — Private or Shared

Click Save to create the empty dashboard, then open it to add widgets.

Dashboard view

Dashboard view with period selector, auto-refresh controls, and multiple chart widgets (donut charts and bar charts)

Opening a dashboard shows all its widgets. The toolbar provides:

  • Back — returns to the dashboard list

  • Edit — enters layout edit mode, where widgets can be added, moved, and removed; the button is hidden while edit mode is active

  • Export — downloads the dashboard definition as a JSON file

Auto-refresh

A toggle enables automatic data reload. The interval buttons (1m, 5m, 10m, 15m) control how often the dashboard refreshes.

Period selector

The Select period control filters all widgets to a chosen time range:

  • All time

  • Last 7 days

  • Last 30 days

  • Last 3 months

  • Custom period (date range picker)

Widgets

The following widget types are available in the editor:

  • Bar — time-series bar chart, grouped by a date field and interval

  • Line — time-series line chart

  • Multi Lines — multiple line series on a single chart

  • Donut — distribution chart showing proportional breakdown of a field

  • Counter — numeric summary of aggregated values

  • Text — free-text widget

Widgets that query data can target either cases (case) or case tasks (case_task).

Each widget footer provides a Save as button with two export options:

  • Image icon — saves the chart as a PNG file

  • File icon — saves the chart data as a CSV file