My Dashboards

The Dashboards feature lets you create, manage, and share custom dashboards from your analytics. Dashboards can be shared in different ways and viewed either as a live feed of data or a static snapshot.

Note: The My Dashboards feature is only available to workspace Owners and Admins. Contributors and Users will not see the My Dashboards tab.

Dashboard Types

When creating a dashboard, you can choose between:

• Live – Always shows the most up-to-date data.
• Snapshot – A frozen version of your current data. It does not update automatically, but Owners and Admins can refresh it manually (replacing the previous version).

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎● Workspace Owners and Admins can refresh a Snapshot to update it with the most recent analytics data (if new data has been added since the snapshot was last saved).

Sharing Options

Dashboards can be shared in three ways:

• Public – Visible to anyone with the link.

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎● Great for embedding into a website or sharing with the public.

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎‎● Does not require an HDE login.

• Private – Only users you authorize by email can view.

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎● Requires viewers to have an HDE account.

• Password Protected – Anyone with the link and password can view.

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎● Does not require an HDE login.

Creating a Dashboard

1. Go to the Analytics page.
2. Apply Advanced Filters if you want to save filtered data in the dashboard.

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎● Note: Quick text search filters are not saved in dashboards.

3. Choose whether to create a Live or Snapshot dashboard.
4. Complete the Dashboard Setup screen by entering:

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎● Dashboard Name (publicly visible)

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎● Description (private, for internal reference)

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎● Type (Live or Snapshot)

‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎● Access Level (Public, Private, or Password Protected)

6. Save the dashboard. Once saved, it will appear under the My Dashboards tab.

Managing Dashboards

In the My Dashboards tab, you’ll see a list of all dashboards with previews. From here you can:

• Edit: Change the dashboard name, type, or access level.
• Preview: Open the dashboard in preview mode.
• Update filters: Workspace Owners and Admins can change filters by previewing the dashboard and selecting Change Filters. Adjust the filters, click Save, and the dashboard will update. It’s recommended to also revise the dashboard name and description in the edit screen if needed.
• Refresh Snapshot: For Snapshot dashboards, click Refresh to update the snapshot to the most recent analytics data.
• Delete: Permanently remove the dashboard.

Sharing Dashboards

From the My Dashboards page:

1. Select the dashboard.
2. Click Copy Link in the dashboard preview.
3. Share the link with intended viewers or embed it into a public website (Public or Password Protected only).

Note: Charts in shared dashboards are view-only. End users cannot apply filters themselves.

Dashboards give you a flexible way to present your data, whether for internal team use, selective sharing, or public visibility.

Updated on: 23/09/2025