Plan requirement
| Subscription | Suite Professional or higher, Explore Professional or higher |
| Access | Agent |
Where a report sits decides whether it gets read at all. Layout is not decoration on a dashboard.
Arrange them
- Open the dashboard for editing.
- Add reports from the library.
- Drag to position and resize.
- Add headings to group them.
- Check it at the width people will use.
Top left is the most valuable space
Put the number that answers the dashboard's main question there. Everything else supports it.
Group by question, not by data source
"How busy are we" together; "how well are we doing" together. Grouping by dataset makes sense to whoever built it and to nobody else.
Size by importance
A large chart reads as important. Where every report is the same size, the reader has to work out the priority, and they will get it wrong.
Use headings
Two or three words above each group. They cost nothing and they turn a wall of charts into something with a structure.
Leave space
A dashboard filled edge to edge is harder to read than one with gaps. Empty space is what makes the groupings visible.
Check the width
Build on a wide screen and read on a laptop, and a three-column layout becomes a scrolling column. Look at it at the size the audience uses before sharing it.
Reports are shared, not copied
A report on two dashboards is one report. Editing it changes both, which is usually what you want and occasionally a surprise.
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