We’re introducing Flexible Dashboards, a new reporting experience that allows admins to create customizable dashboard views with insight cards tailored to their reporting needs.
This feature allows you to build dashboards using pre-built insight cards, arrange them into custom layouts, and apply a shared date range filter across the entire dashboard.
Each insight card supports drill-through access, allowing users to view the underlying data behind summary metrics and export both summary and detailed views as PDFs.
What's New
Dashboard Management
Create, view, edit, duplicate, and delete dashboards
Insight Catalog
Access a catalog of pre-built insight cards across:
Requests
Projects
Tasks
Users
Capacity Management
Drill-through Reporting
Click any insight card to view its underlying data
PDF Export
Export card summary data and drill-through data separately
Date Range Filtering
Apply a single date range filter across the entire dashboard
Card Repositioning
Drag and drop cards to rearrange the dashboard layout
Admin-Only Access
Dashboards are visible and accessible only to users with Admin permissions
How To Access
Admins will see a new Dashboards menu item in the left-hand navigation, positioned between Home and Insights.
From here, they can select "Create Dashboard" and start adding pre-built insights to populate the dashboards with their data.
