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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. Adriel separates temporary changes made while viewing a dashboard from edits that change the dashboard itself, so the published dashboard stays stable until changes are published. For adding, moving, resizing, or removing individual widgets, see Widget layout. For per-widget settings, see the Widget library.

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Explore before editing

While viewing a dashboard, dates, filters, Chart controls, and other interactive settings can be changed temporarily when the member’s permissions allow those controls. These changes help narrow or inspect the data on screen, but they do not change the published dashboard or create unpublished changes. Temporary changes reset when the dashboard is refreshed, closed, or reopened.

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Edit dashboard content

To change the dashboard itself, click Edit dashboard. The dashboard shows editing tools, including Add widget and Style in the toolbar at the bottom center of the dashboard. The following changes stay unpublished until Publish changes is clicked:
  • Adding, deleting, or configuring widgets.
  • Changing widget position, size, or style.
  • Changing dashboard or widget styles.
  • Updating Dashboard Filters.
  • Changing dashboard date settings.
  • Editing Notepad content.
Changes made in widget settings panels appear on the dashboard while editing. Other users continue to see the latest published dashboard until changes are published.

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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. Style settings can be changed after Edit dashboard is clicked. See Dashboard style settings for the full inventory and how to configure each option.

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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.

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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. When these controls are changed while viewing a dashboard, the change is temporary. After Edit dashboard is clicked, Dashboard Filter and dashboard date changes become unpublished changes and are included when Publish changes is clicked. For details, see Filters and Adjusting date ranges.

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Publish or discard changes

Click Publish changes to update the current dashboard. Open the menu next to Publish changes to publish and keep editing, or to publish the edited content as a new dashboard. Click Cancel to leave editing and discard unpublished changes. If the same dashboard was updated after editing began, Adriel shows a warning before the current changes are published over the newer version. The edited content can be published to the current dashboard or published as a new dashboard. For cloning the entire dashboard rather than publishing unpublished changes, see the Duplicate action in the dashboard’s context menu. Duplicate copies the latest published version and does not include unpublished changes.

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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.

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Before leaving with unpublished changes

If unpublished changes exist and another dashboard or page is opened, Adriel asks whether to publish, discard, or keep editing before leaving the dashboard. A browser refresh also shows the browser’s native leave warning.

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Screen size for editing

Dashboard editing is available on screens 1024px wide or larger. On smaller screens, Edit dashboard is hidden and the dashboard remains available for viewing. If the screen becomes smaller than 1024px while editing, Adriel pauses editing without discarding unpublished changes. Resize the browser or rotate the device back to a supported width to continue, or use Publish & Return to Dashboard or Return Without Publishing.

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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.