Skip to main content
Building a dashboard means both the per-widget setup (metrics, breakdowns, data sources) and the dashboard-wide options that shape how the whole surface behaves. This page covers the dashboard-level side. For adding, moving, resizing, or removing individual widgets, see Widget layout. For per-widget settings, see the Widget library.

​
Dashboard style settings

Everything visual — background, background image, widget alignment mode, page breaks for report mode, cover page toggle, and every default widget style (font, border, drop shadow, color scheme, and more) — lives in the dashboard’s style drawer. See Dashboard style settings for the full inventory and how to configure each option.

​
Vertical vs custom alignment

Widget alignment is set inside Dashboard style settings. The two modes: Use vertical for simple list-style dashboards. Use custom for branded layouts where exact placement matters (executive dashboards, client reports). Custom alignment is also required to insert page breaks for Report creation.

​
Set the date range and filters

Set the dashboard’s date range from the date picker in the header. Dashboard-wide filters (for example, campaign status or channel) apply across every widget. Individual widgets can override the dashboard date range in their own settings. For details, see Filters and Adjusting date ranges.

​
Save behavior

To apply any changes, click Save dashboard. For cloning the entire dashboard rather than saving in place, see the Duplicate action in the dashboard’s context menu (right-click the dashboard name in the sidebar). For Save dashboard vs Save as a new dashboard vs Duplicate, see Dashboard overview.

​
Add, move, or remove widgets

For the widget-level flow — adding widgets from the catalog, dragging widgets on the grid, resizing, removing, and moving between report-mode pages — see Widget layout.

​
If a widget looks stale after changes

If a value looks wrong or stale after changing settings, click Refresh data in the dashboard header — it bypasses cached results and re-fetches from the source. A browser refresh alone only re-renders cached data.