Dashboard reports

You can add reports to dashboards created by you or organization dashboards that allow editing.

Required permission

• Your DoiT account must have the Cloud Analytics User permission.

• You can add only those reports to which you have access (see access reports).

Add existing reports

To add existing reports to a dashboard:

1. Go to the dashboard of interest.

2. Select Add existing reports.

   

3. Select one or more reports from the list.

   

4. Select Add.

Create and add a new report

You can also create a new report from a dashboard. This way, the new report will be added to the dashboard automatically.

• To create a report from scratch, select Create a new report or Create and add a new report. It will take you to the report creation page.

• To generate a report by chatting with Ava, our AI assistant, select Create a report using AI. Once the report is generated, you can open it in Cloud Analytics for further adjustments. Make sure to save the report so it appears on the dashboard.

Note

Create a report using AI is only available when your organization has Ava access in its DoiT plan. See Ava, our AI assistant for more on Ava availability.

Dashboard time range and filters

Set time range and filters

For a custom dashboard with multiple reports, you can set a single Time range at the dashboard level to get a consistent timeframe across all reports and Add filter to narrow down the displayed data, without having to adjust each report individually.

• Time range

  • The dashboard time range options are the same as those available at the report level. You can choose a predefined time range or specify a custom one. (Once you choose a time range, the time interval is set automatically and cannot be adjusted.)

  • Setting the time range to Default restores each report to its default setting.

  • The dashboard time range applies only within the dashboard. It doesn't affect the time range of a report if you open the report in Cloud Analytics.

• Add filter

  • Dashboard filters allow only allocations, including allocation rules.

  • You can add up to three filters to a dashboard.

• Apply: Changes to the dashboard time range and filters take effect only after you select Apply.

• Clear: This option restores the dashboard's time range to Default and removes all the applied filters.

How time range and filters work

Dashboard time range and filters are auxiliary resources and managed separately from other dashboard settings:

• In the dashboard URL, time range and filter settings appear as an additional segment after the dashboard name. For example:

  • Original: https://console.doit.com/customers/{CUSTOMER_ID}/dashboards/{DASHBOARD_NAME}
  • With custom time range or filters: https://console.doit.com/customers/{CUSTOMER_ID}/dashboards/{DASHBOARD_NAME}/{FILTER_SET_ID}

• When duplicating a dashboard, the copy doesn't inherit the time range and filters of the original one.

• For an organization dashboard, if the owner updates the time range or filters, other users are presented with two options the next time they open the dashboard.

  • Save shared filters: Apply the time range and filters of the dashboard owner.

  • Discard changes: Retain the local settings.

    

Export reports

If a report has been rendered successfully on a dashboard, you can export it by selecting the kebab menu (⋮) in the upper-right corner and choosing a desired format:

• Copy CSV to clipboard: Exports the pivoted data you see in the DoiT console to the clipboard.

• Export as CSV: Exports the pivoted data you see in the DoiT console to CSV.

• Export as PNG: Exports the chart you see in the DoiT console to a PNG file.

See also

• Add reports to a dashboard

• Subscribe to a dashboard