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Co-authored-by: Cory Watilo <corywatilo@gmail.com> Co-authored-by: Eli Kinsey <eli@ekinsey.dev> Co-authored-by: Lucas Faria <12522524+lucasheriques@users.noreply.github.com> Co-authored-by: Ben White <ben@posthog.com> Co-authored-by: Juraj Majerik <juro.majerik@gmail.com> Co-authored-by: Rafael Audibert <32079912+rafaeelaudibert@users.noreply.github.com>
121 lines
5.6 KiB
Plaintext
121 lines
5.6 KiB
Plaintext
---
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title: Dashboards
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sidebar: Docs
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showTitle: true
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related:
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- ../../tutorials/how-to-embed-shared-dashboard.mdx
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availability:
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free: partial
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selfServe: partial
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enterprise: full
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---
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import {ProductScreenshot} from 'components/ProductScreenshot'
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import {ProductVideo} from 'components/ProductVideo'
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export const dashboardLight = "https://res.cloudinary.com/dmukukwp6/image/upload/dashboard_light_61b3bab3b6.png"
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export const dashboardDark = "https://res.cloudinary.com/dmukukwp6/image/upload/dashboard_dark_5f2002f750.png"
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export const dashboardfiltersLight = "https://res.cloudinary.com/dmukukwp6/video/upload/dashboard_filters_light_b410a86c0b.mp4"
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export const dashboardfiltersDark = "https://res.cloudinary.com/dmukukwp6/video/upload/dashboard_filters_dark_b45d273bae.mp4"
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<iframe
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src="https://www.youtube-nocookie.com/embed/2jQco8hEvTI?start=441"
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className="rounded shadow-xl"
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/>
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Dashboards are the easiest way to track all your most important product and performance metrics.
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Unlike [notebooks](/docs/notebooks), which are ideal of adhoc analysis of specific issues, dashboards are designed for tracking common metrics over time.
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You can create a new dashboard from scratch, but we also offer numerous [dashboard templates](/templates) for tracking things like [website metrics](/templates/website-dashboard), [product health metrics](/templates/health-dashboard), and [metrics for large language models](/docs/llm-analytics).
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<ProductScreenshot
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imageLight = {dashboardLight}
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imageDark = {dashboardDark}
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classes="rounded"
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alt="Example of a dashboard"
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/>
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## Creating a new dashboard
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1. Click on **Dashboards** in the left hand navigation and then **New Dashboard**.
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1. You can create a dashboard from a list of [available templates](/templates), or select **Blank Dashboard** to start from scratch.
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1. Name your dashboard, add some optional details if desired.
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1. Your dashboard will be empty – click **+New insight** to create an insight to add. Dashboards support all the core [product analytics insights](/docs/product-analytics/insights).
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1. Click **Save & add to dashboard** when you've created your insight.
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If you already have some insights set up, an alternative approach is to click **Add to dashboard** in any insight.
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> **Important:** Insights can appear on multiple dashboards at the same time, so you don't have to create multiple copies of the same insight.
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## Dates and filters
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### Date range overrides
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New dashboards are set to 'No date range overide' by default. This means all insights will use the date range applied in their configuration.
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Changing the date range on a dashboard forces all the insights to use the same date range, but this doesn't impact the date range that's shown when viewing an individual insight.
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### Dashboard filters
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Dashboards also support most of the same [filters](/docs/product-analytics/trends/filters) as individual insights, including:
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- **Event properties:** Properties stored on event, such as the `Current URL` when the event was triggered.
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- **Person properties:** Properties of individual users, such as `company_name`.
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- **Feature flags:** Filtering for users with a specific feature flag enabled.
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- **Group properties:** Account-level properties, like `organization_id`, which are only available if you have the [group analytics](/docs/product-analytics/group-analytics) add-on.
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- **Cohorts:** Filtering by [cohorts](/docs/data/cohorts) of users you've already created.
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<ProductVideo
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videoLight = {dashboardfiltersLight}
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videoDark = {dashboardfiltersDark}
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classes="rounded"
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alt="Adding a dashboard filter"
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/>
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Using filters on dashboards is a useful way to compare usage between different types of users without recreating insights over and over.
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You could, for example, duplicate a dashboard – click on the '...' menu and click 'Duplicate' – and apply different filters to each version of the dashboard.
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## Dashboard options
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### Editing the layout
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You can move and resize all the insights on a dashboard by entering the 'Edit layout' mode.
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You can do this in three ways:
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- Tap 'E' on your keyboard
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- Click on the '...' icon at the top of the dashboard and click 'Edit layout'
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- Click on the '...' icon on any insight card and click 'Edit layout'
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Tapping 'F' enables fullscreen mode.
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> **Note:** Dashboards have separate layouts for mobile and desktop. Shrink your viewport until insights are a single column to edit the mobile one.
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### Adding text cards
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Clicking the dropdown on the 'Add insight button' reveals the option to add a text card to your dashboards.
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Text cards support Markdown formatting for text. You can also drag and drop images.
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You can use text cards to annotate your dashboard – useful for adding context for other users of the dashboard. For more in-depth analysis, however, we recommend [creating a notebook](/docs/notebooks).
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### Sharing a dashboard
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By clicking 'Share' in the top right corner you can:
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- Restrict edit access to certain members within a project. Dashboards can be shared either by members with administrator privileges or by the dashboard creator ([platforms add-ons](/platform-packages) required).
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- Create a link to share your dashboard publicly, or embed your dashboard on a website. Read more about this in our [sharing and embedding docs](/docs/product-analytics/sharing).
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### Auto refresh
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You can manually refresh a dashboard at any time, but you can also set it to automatically refresh.
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To do so, click the dropdown arrow next to refresh button, turn on auto refresh and choose your refresh interval.
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This is useful if you have a PostHog dashboard on a TV screen for others to see.
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**Important:** Auto refresh only works when the browser tab is active.
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