Using dashboards

Use the dashboards feature to create a custom view of data from one or more apps, consolidating important information for your app users. You can create multiple dashboards tabs and configure each to display just the data you want to show. Note that dashboards are different from home pages, which provide an overview of a single app.

Creating a new dashboard

To create your new dashboard:

1. In your app, click Settings > Pages > + New Page.

2. Choose Dashboard. A new empty dashboard appears.

3. To name your dashboard, hover over the default name (Dashboard...) at the top. Click the pencil icon and rename your dashboard.

Adding a widget

Use dashboards to collect and display a wide range of information that can come from inside and outside of Quickbase. Add any of the following elements to your dashboard:

• Quickbase reports:

  • Charts
  • Table reports
  • Summary reports
• KPI reports, which you can configure to showcase important business metrics
• Buttons that can open links to:
  • Reports

  • Other Pages in Quickbase

  • Any web URL

• An embedded web page from an application or service

• Rich text widgets that contains stylized text, such as a description or title

• Search widgets, that you can use to search apps for information

• Soon, we’ll also support:

  • A button that creates records

To add a widget:

1. Hover over an empty cell in your dashboard and click the plus (+) icon.

2. Select the kind of widget you want (report, button, web page). The settings for each widget appear on the right.

Expand widgets

Click the expand icon on a widget’s menu or in the upper right of the dashboard to open an expanded view of a widget. Then, use your mouse or keyboard to toggle through the expanded view. Use this mode to look at data on your dashboard more closely, or present out to a team.

Note: You can only expand reports, rich text, and embedded web pages as widgets on your dashboard.

Filter reports

When you add a report to your dashboard, you can add filters that dynamically filter the report results you see. You can use date and text fields from any report that you include on your dashboard. To have a report filter, your dashboard must include a report widget. For example, if your field is manufacturing, you can filter your reports to display all open issues or losses by a specific product line or facility.

To add a filter report: 

1. Click the Add filter button .
2. Select date range or text from the filter type.
3. Under Choose reports and field, select a field to base your filter on. This determines what is displayed when your filter is active.
4. Click Save to dashboard.The active filters appear at the top of your dashboard.

5. To adjust the filter, click it and select another date range or field, then click Apply.

6. To clear the filters, click Clear all. To revert to the original filter date range, click . To remove all the text fields from your filter, click .

Search widgets

Add one or many search widgets to a dashboard to quickly access a range of information. You can configure search widgets to display data from tables in any apps you can access.

When you add a search widget, you can select a variety of options to configure the set of information you’d like to search:

• Fields — choose from All searchable fields, From a table, Selected fields from a table, or A report

• Search type — choose from Allow partial matches, Match exact results, or Allow user to choose

• Show results — In a popup window or In a new window

• Customization — configure you report with Show title, Show hint text, or Add a color

Calendar widgets

Add a calendar widget to your dashboard to see events in days, weeks, and month increments. Once you add the widget to your dashboard, you can drag and drop elements to resize them, and use dashboard filters to find specific segments of events. Right now, drag and drop and calendar filters are both features that are only available on the dashboard.

There are a few restrictions to dragging and dropping. Events only resize if:

• Both the start and end fields are both standard date or date-time type.

• Both start and end fields are formatted allow editing.

• They are not derived fields or formula fields. You can’t drag or drop a derived or formula field.

Organizing your dashboards and widgets with tabs

Use tabs to organize your widgets, include more information on your dashboard, and better organize your related widgets.

To organize your dashboard with tabs, click the plus (+) icon to add another tab to your dashboard. To move, rename, or delete the current tab, click the ellipsis (...).

Assigning a dashboard as a role's homepage

You can assign a dashboard as the homepage for all or some users in your app. This helps surface valuable insights to your users immediately when they enter an app. The process is the same as making an app homepage the default.

You can either:

• Associate a dashboard homepage with a particular role – When users with a specific role open the app, the dashboard homepage you assign to their role appears.

• Set a dashboard as the default homepage – All users see the default dashboard when they first open your app, unless you have assigned an alternate homepage to a specific role.

To make a dashboard the default homepage for all users:

1. Click Home, then click Settings.

2. Click Pages.

3. Select the checkbox for the dashboard that you want to make the default.

4. Click Set as Default Home page. The dashboard is now the default homepage for all roles that use the default homepage.

After a page becomes the default homepage, you cannot delete it. Before deleting a default Home page, you must first switch the default to a different page.

Locking your dashboard

When you are finished creating or editing your dashboard, click the lock icon (top right). Your dashboard can’t be edited when it’s locked. If you decide to edit your dashboard later, just click the lock icon again.

Sharing your dashboard

You can share your dashboard directly to collaborators or publish it on another website, depending on the permission levels you have created. For example, you could share a dashboard that shows facility performance with your colleagues.

To share your dashboard with others, click the share dashboard icon (top right).

Audit logs

Audit logs are a way of tracking how users interact with your app. On dashboards, Quickbase tracks when:

• When a user visits a dashboard

• Which reports a user saw

• Updates are made to a dashboard

• When new dashboards are created

• When dashboards are deleted

This information is available to realm admins in the admin console.