Dashboards

Dashboards help teams create, manage, share, and reuse reporting views in Yarken.

Use Dashboards when you need a focused view for recurring reviews, finance updates, operational meetings, FinOps analysis, vendor reporting, or executive reporting. A dashboard can bring together widgets from default reports and saved reports so teams can review the data that matters to their operating cadence.

What Dashboards helps you do

Use Dashboards to:

• Create dashboard views for a team, function, or review cycle

• Combine widgets from standard reports and saved reports

• Share dashboard views with viewers and editors

• Keep dashboards private when they are only needed by selected users

• Review who created and last modified each dashboard

• Import dashboard configurations where supported

• Copy, rename, share, or delete dashboards from the dashboard actions menu

• Add comments and collaborate directly inside dashboards

Dashboards are useful when a standard report does not match the exact view a team needs for ongoing review.

Access Dashboards

To open Dashboards:

1. Navigate to Analytics

2. Select Custom Dashboards

The Dashboards page lists available dashboards and provides controls to search, import, and create dashboards.

Dashboards list

The Dashboards list shows the dashboards available to you.

The table includes:

Dashboard access

Dashboards can be public or private for viewers and editors.

Public viewer access allows teams to view the dashboard where their role and permissions allow it.

Private viewer access keeps the dashboard limited to selected users or groups.

Public editor access allows permitted users to edit the dashboard.

Private editor access limits dashboard changes to selected editors.

Use private access for draft dashboards, restricted financial views, or reports intended for a small group. Use public access when a dashboard should support a broader team review.

Create a dashboard

Use Add New when you need a new dashboard view.

To create a dashboard:

1. Open Dashboards

2. Click Add New

3. Enter the dashboard name

4. Set viewer access

5. Set editor access

6. Save the dashboard

7. Open the dashboard and select Edit

8. Add widgets from default reports or saved reports

9. Resize, arrange, and configure widgets

10. Apply dashboard-level or widget-level filters where needed

11. Save or finish editing

Add and manage widgets

Dashboards can include widgets from default reports and saved reports.

Depending on the widget type, you can:

• Resize the widget

• Move the widget on the dashboard canvas

• Duplicate the widget

• Adjust chart or table settings

• Apply filters

• Show or hide legends and labels

• Add text widgets with links

• Use dashboard layout controls to organize the view

Widget options vary by report type and visualization.

Use filters in dashboards

Dashboards can use dashboard-level and widget-level filters.

Use dashboard-level filters to set the overall context for the view. For example, a dashboard may be filtered by month, entity, model, provider, vendor, or cost center.

Use widget-level filters when a specific chart or table needs a narrower view than the overall dashboard.

Review active filters before interpreting results, especially when using a dashboard for finance review, executive reporting, or chargeback analysis.

Import a dashboard

Use Import when you need to bring in a dashboard configuration where supported.

Imports are useful when a team needs to reuse a dashboard structure, move a standard view into another environment, or rebuild a dashboard without creating every widget manually.

After importing, review the dashboard name, access settings, widgets, filters, and data mappings before using it for reporting.

Manage dashboard actions

Use the actions menu on a dashboard row to manage an existing dashboard.

Common dashboard actions may include:

• Open or view the dashboard

• Copy the dashboard

• Rename the dashboard

• Share the dashboard

• Delete the dashboard

• Review or update dashboard settings

Available actions depend on your role, permissions, and ownership of the dashboard.

Collaborate with comments

Dashboards support comments so teams can discuss analysis directly in the dashboard context.

Use comments to:

• Ask follow-up questions

• Capture decisions from review meetings

• Add context for a variance or trend

• Request changes to a widget or filter

• Track feedback from finance, IT, or business stakeholders

Comments help keep dashboard discussion close to the data being reviewed.

When to use dashboards

Use Dashboards when teams need a repeatable view for a recurring decision or review.

Common dashboard uses include:

• Monthly finance reviews

• Budget and forecast reviews

• Vendor spend analysis

• Cost center reporting

• Executive reporting

• FinOps reviews

• Chargeback review

• Optimization tracking

• Service performance reporting

• Portfolio-level cost review

Dashboards work best when the underlying reports and saved report views are already defined.

Relationship with Analytics

Dashboards are closely connected to Analytics.

Use Analytics to build detailed report views and save reports.

Use Dashboards to combine those saved views into a single reporting workspace for a team, process, or leadership review.

This keeps detailed analysis in Analytics while giving stakeholders a focused dashboard for regular review.

Recommended practices

Use these practices when managing dashboards:

• Create dashboards for recurring decisions, not one-off questions

• Use clear names that identify the audience or reporting purpose

• Keep access private until the dashboard is ready to share

• Review viewer and editor access before publishing broadly

• Use dashboard-level filters for shared context

• Use widget-level filters only when a widget needs a different scope

• Validate totals before using dashboards in executive or finance reporting

• Remove unused dashboards to keep the list manageable

• Copy an existing public dashboard when it is close to the view you need

Clear dashboard ownership and access controls reduce reporting confusion.

Troubleshooting dashboards

If a dashboard does not show expected results, check:

• Whether the correct dashboard is open

• Whether active filters are limiting the results

• Whether widget-level filters differ from dashboard-level filters

• Whether the source saved report still exists

• Whether you have viewer access to the dashboard

• Whether you have editor access before trying to change the dashboard

• Whether the underlying data has been loaded for the selected period

• Whether imported dashboards need mapping or configuration review

If a widget still does not show expected data, open the source report or saved report and validate the fields, filters, and results there.

Next step

• Create Custom Dashboards

Related content

• Custom Dashboards

• Getting Started with Analytics

• Home and Dashboards

• Navigation, Filters, and Search

• Analytics Overview

• Multi-Entity and Multi-Currency