The Configurable Dashboard workflow – Alida Help Center

Learn more about what the configurable dashboard workflow looks like from a high-level perspective.

For information on best practices for creating and customizing dashboards, see the blog post on building effective dashboards.

1. Create your dashboard

For information on creating your dashboard, see Create a dashboard.

Dashboards are mainly comprised of three types of tiles:

Visualization tiles: Use these tiles to present data to your audience. These are the charts and graphs that provide the key information in your dashboard.
Text tiles: Use these tiles to supplement or provide context for your visualization tiles. You can use HTML and Markdown to format these tiles.
Button tiles: Use these tiles to link to supplementary details or documentation that is not included in the dashboard.

Editing your visualization tiles is a key step in presenting the appropriate data for your audience. You can select the data (dimensions and measures) to include, add filters to narrow down the results included, and create your own fields when required. You can also select the type of visualization that best matches your results, and fully customize its appearance.

When your dashboard is complete you can share it with internal and external stakeholders.

To share your dashboard with other users of the Analytics app, you need to publish your dashboard. Access to the dashboard is controlled by the access settings assigned to the dashboard.
To make your dashboard available to external users, you can create a public share link for the dashboard, and send the link to the external users.
To send the dashboard directly to individual users, you can email it to them. You can send the email immediately or set up a schedule in advance.

You can also download a dashboard or a tile and share the information in another format, such as presentation slides or a document.