Dashboards show reports on your workspace data with charts, lists, and other widgets.
To open Dashboards, go to App Library and click Open on the Dashboards app. If the app is off, a workspace admin may need to turn it on.
The Advanced Dashboards app adds the Pivot table and Map widgets.
Dashboard library
The library shows every dashboard you can see. Use the tabs (All dashboards, My dashboards, Shared with me, Projects, Loops, Templates, Archived) or folders to find one.
Star dashboards and folders
In All dashboards, My dashboards, Shared with me, and Projects, hover over a row and click its star to keep it near the top of your library. Click the filled star again to remove it.
Stars are personal. They do not change anyone else’s stars or a dashboard’s sharing settings. Starring is also separate from Pin dashboard, which adds a dashboard to your left sidebar.
If you star a dashboard inside a folder, it also appears at the top level of the library and remains in its folder. If you star the folder too, the dashboard appears inside that starred folder instead of appearing twice. Removing a dashboard’s star does not remove it from its folder.
Organize dashboards in folders
Click New folder to create a folder. Folders are shared with all workspace members, while each dashboard’s sharing settings still control who can see it. Click a folder’s name or arrow to expand or collapse its dashboard rows.
To move a dashboard, drag its title into a folder. You can also open the dashboard’s ⋮ menu and select Add to folder or Move to folder, choose the folder, and click Save. Moving a dashboard does not change its sharing settings.
Use a folder’s ⋮ menu to edit or delete it. Deleting a folder keeps its dashboards and returns them to the top level of the library. The controls you see depend on your access.
Default order and sorting
In tabs with folders, the default sort is Type. Starred items come first. Within the starred and unstarred groups, folders come before dashboards, with the newest items first within each type. Inside a folder, starred dashboards come first, followed by the remaining dashboards, newest first.
Click Title, Type, or Date created to change the order. Click the same heading again to reverse it. Stars still take priority over the selected sort. Your selected sort is temporary: reopening or reloading the library returns to the default order.
Templates and Archived do not show folder rows or library stars. They show the newest items first by default.
Create a dashboard
Click New dashboard.
Choose Blank dashboard or Use a template.
Enter a name, pick a color, and choose a folder if you want one.
Under Sharing, choose Private to me, Specific people, or Everyone. You can change this later.
Click Create dashboard.
Add and edit widgets
Click Add widget to open the Widget library. For a list of every widget, see Dashboard Widgets.
Hover over a widget to see its controls:
Pencil (Edit widget title): rename the widget.
Arrows (View full screen): view the widget full screen.
Filter icon (What this widget includes): see the filters the widget uses. Click Edit filters to change them.
Gear (Configure widget): open the editor. In a chart, click Save chart to keep your changes.
⋮: more options, such as Duplicate, Export, and Delete. The options depend on the widget type and your permissions.
On a small widget, some of these buttons move into the ⋮ menu.
Click a bar, slice, or number in a chart to see the actions or projects behind it.
To filter every widget at once, click Filter at the top of the dashboard. When the dashboard is a tab in a project, turn Limit data to this project on or off at the top of the Filter section. For details, see Dashboard Widgets.
Dashboard menu
Click Menu in the top-right corner of a dashboard. The same options are in the ⋮ menu on each row in the library.
Pin dashboard: add the dashboard to your left sidebar.
Edit: change the name, color, folder, and sharing.
Export: download the dashboard as a PDF, a PNG image, or a PowerPoint deck. See Export a dashboard.
Archive: hide the dashboard. Find it later on the Archived tab.
Delete: remove the dashboard permanently. You can't undo this.
Only the dashboard owner or a workspace admin can archive or delete a dashboard.
Export a dashboard
Select Menu > Export.
Choose PDF, PNG, or PowerPoint.
PDF: pages that you can print. Choose a paper size, then export. To change the layout first, select Menu > Preview PDF. See Save and reuse Dashboard PDF layouts.
PNG: one full-size image of the full dashboard. Hive makes the image and downloads it. There are no other steps.
PowerPoint: a slide deck. In Export to PowerPoint, choose a layout, then select Export.
PowerPoint layouts:
Single slide (default): Hive makes the full dashboard smaller until it fits on one 16:9 slide. On a long dashboard, the text can be too small to read. If this occurs, Hive shows a message. Export again with One slide per page.
One slide per page: widgets keep their size. The dashboard continues on as many slides as necessary.
In PNG and PowerPoint exports, each widget keeps the size that it has on the dashboard. A list widget shows only the rows that fit in it. These exports use the dashboard layout, not a saved PDF layout.
Dashboard templates
To start from a template, click New dashboard > Use a template. To save a dashboard as a template, click Menu > Save as template. Saved templates are on the Templates tab.
Dashboards in projects and notes
In a project, click + > Dashboards to add a dashboard tab. See Dashboards in Project Views.
In Hive Notes, open the block menu and click Add widget to add a widget to a note.
Share a dashboard
Click Share at the top of the dashboard.
Share with workspace members
In People & access, choose Private to me, Specific people, or Everyone, then click Save changes. People see only the data they have access to.
You can also select external users in Specific people. They see only the data they have access to, unless Show data using the creator's access is on.
The owner can turn on Show data using the creator's access. Viewers then see widget data with the owner's permissions, including private projects they can't open. Use Who can edit this dashboard? to choose who can change the layout and widgets.
If Show data using the creator's access is on, the public link and embed code of the dashboard can change when you change who can view it. This happens when you change Share with, add or remove people or teams, or turn Show data using the creator's access on or off. It also happens when someone leaves a team that can view the dashboard. People who are signed in to Hive and can still view the dashboard can use the old link. Other people see Dashboard Unavailable. After you save, copy the link again and send it to the people who use it.
To request or grant access, or to transfer ownership, see Share, request access to, and arrange dashboards and Transfer dashboard ownership.
Share with Public Link
1) Click Share, then Public link.
2) If there is no link yet, click Generate public link.
3) Click Copy public link and send it. Anyone with the link can view the dashboard.
To share the dashboard with workspace members, use Link to this dashboard > Copy link in the same section. This link opens the dashboard in Hive. It does not change when you change sharing.
To limit the link to certain email domains, turn on Require login when accessing public links, enter the domains, and click Save changes. Only the dashboard owner or a workspace admin can change this.
Share by email
Click Share, then Email.
Under Recipients, add people, teams, or email addresses.
Click Send now, or pick a Date, Time, and Repeat, then click Schedule email.
To stop a scheduled email, click Cancel next to it under Scheduled emails.
Additional Resources
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