> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://helpdesk.healthdataexplorer.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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).
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) 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.
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) Great for embedding into a website or sharing with the public.
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎‎‎${color}[#4069AE](●) Does *not* require an HDE login.
* **Private** – Only users you authorize by email can view.
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎‎${color}[#4069AE](●) Requires viewers to have an HDE account.
* **Password Protected** – Anyone with the link and password can view.
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎‎${color}[#4069AE](●) Does *not* require an HDE login.

## **Creating a Dashboard**
1. Go to the **Analytics** page.
2. [Apply Advanced Filters](https://helpdesk.healthdataexplorer.io/en/article/analytics-185ll1t/#3-apply-advanced-filtering) if you want to save filtered data in the dashboard.
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) *Note: Quick text search filters are not saved in dashboards.*
3. Choose whether to create a **Live** or **Snapshot** dashboard.
4. Complete the **Dashboard Setup** screen by entering:
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) **Dashboard Name** (publicly visible)
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) **Description** (private, for internal reference)
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) **Type** (Live or Snapshot)
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) **Access Level** (Public, Private, or Password Protected)
 ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎  ‎${color}[#4069AE](●) **Allow viewers to filter** (Live dashboards only)

**Allow Viewers to Filter (Live Dashboards Only)**
Turn this toggle **On** to allow viewers to apply filters when viewing the dashboard.
* This option is available for **Live dashboards only**.
* Snapshot dashboards do not support viewer filtering.
* You can update this setting later from the **Edit Dashboard** screen.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/2/4/0/c240f642a6ea9800/screen-shot-2026-03-02-at-8494_1bsl46z.png =800x694)
5. Click Save. 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 Dashboard Settings
Click the Edit icon to update:
* Dashboard Name
* Description
* Type
* Access Level
* Allow viewers to filter (Live dashboards only)
* Visible Tabs

Changes are saved from the Edit Dashboard screen.

### Manage Filters (Owners & Admins Only)
* Open the dashboard in **Preview** mode.
* Select **Change Filters**.
* Adjust the filters as needed and click **Save**.
* The dashboard will update accordingly.

It is recommended to review the dashboard name and description after updating filters.

### Manage Visible Tabs
Control which Analytics tabs appear in the dashboard:
1. Click the **Edit** icon from the **My Dashboards** page.
2. Scroll to the **Visible Tabs** section.
3. Uncheck any tabs you do not want displayed.
4. Click **Save Tab Visibility**.
Only selected tabs will be visible to viewers of that dashboard.

### Refresh Snapshot
For Snapshot dashboards, click **Refresh** to update the snapshot with the most recent analytics data.

### Delete Dashboard
Permanently remove the dashboard.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/2/4/0/c240f642a6ea9800/screen-shot-2025-09-23-at-9392_qpa6zr.png =800x494)

![](https://storage.crisp.chat/users/helpdesk/website/-/c/2/4/0/c240f642a6ea9800/screen-shot-2026-03-02-at-9293_1rp983v.png =800x227)

## **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.*
![](https://storage.crisp.chat/users/helpdesk/website/-/c/2/4/0/c240f642a6ea9800/screencapture-app-dev-healthda_4q8fdc.png =800x1161)

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