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How to Interact With Existing Report Dashboards

A short, practical guide for users on interacting with an existing dashboard: filtering, drilling, exporting, saving views, sharing, and troubleshooting.

Written by Carmela Flores
Updated over 2 weeks ago

Dashboard Elements & Where to Start

Open the dashboard. The important areas you’ll use most are the top toolbar, source/personalized banner, filters bar, cards and tables, and the right-side Filters pane. The toolbar contains actions like Export, Hidden Items, Discard/Save Changes. The blue banner indicates you are working with a source dashboard copy (you can save changes to create a personalized version or restore the source).

Full dashboard with toolbar, source banner, filters bar and KPI cards.

  1. Toolbar (top-right) — Use Export here for dashboard-level snapshots; Save Changes saves a personalized copy.

  2. Source dashboard banner (blue) — Restoring the source will clear local changes — warn users before restoring.

  3. Filters bar (top-center) — Click a filter to open search, operator, and value selection.

  4. KPIs / Cards (Financial Overview) — Use card menus (⋮) to export or view underlying data.

  5. Filters pane (right) — Add global filters here that apply across all cards.

Map & Geospatial Cards (interact, drill)

Click map points to filter the dashboard to projects at that location. Maps are interactive: zoom, pan, and clicking a point applies a dashboard filter to the underlying dataset.

  1. Map point cluster — Clicking a cluster will drill into projects at that location.

  2. Card menu (⋮) on map (top-right of card) — Use the card menu to export the map image or view underlying rows.

Charts: Pie & Bar — How to Drill & Filter

Charts are often clickable — clicking a pie slice or a bar will auto-apply the corresponding filter to the dashboard. Hover shows tooltips. Use the card menu to export or view raw rows behind the chart.

Pie and bar charts showing cost code budget amounts and invoice summary.

  1. Pie slice (Initiate) — Clicking a slice automatically filters the whole dashboard.

  2. Bar series (Projects by PM) — Click a PM’s bar to focus the entire dashboard on that PM’s projects.

  3. Card menu (⋮) — Use this to export raw data for the chart.

Table/Milestone Charts: Sorting & Drill-Down

Tables and grouped visuals let you expand grouped rows and sort by column. Use the sort icon in column headers (or chart axis) to adjust ordering.

Past due and upcoming bars for milestone counts.

  1. Filter widgets (select milestone / select PM) — Use these to limit milestone results.

  2. Past Due chart (left) — Click a bar to filter the dashboard to projects in that bucket.

  3. Upcoming chart (right) — Click bars or labels to filter by due period.

Risks & Action Items (viewing and exporting)

For dense charts (like a donut chart with many slices), use the left/right carousel arrows, or view underlying data for a readable table. For action items, use the card menu to export or open responsible-party lists.

Donut chart of risk types and bar chart of action items by responsible party.

  1. Donut legend/carousel — Use arrows to see additional legend pages for many categories.

  2. Action Items bar chart — Chart clicks filter the dashboard.

Filters Modal: Selecting Values (detailed)

Click any filter widget to open the filter modal. Choose the Column, pick an operator (Equals / Contains / Starts with / etc.), and select values using the search box. Multiple selections use OR logic by default.

Filter modal showing project_office_location_name and selection of CA - Vancouver.

  1. Column field — project_office_location_name
    Shows which dataset column is being filtered.

  2. Operator (Is = Equals) — Choose operator (Equals / Contains / Starts with / etc.).
    Operator dictates matching logic — Contains lets you match embedded tokens (e.g., IN -).

  3. Search & values list — Type to find values; select checkboxes
    Search helps find locations quickly; multiple selections show as tags below.

  4. OR logic notice — “OR logic is used for multiple values.”
    When multiple items are selected, rows match any of the selections.

  5. Apply to / Apply button — Apply to: Current dashboard and Apply
    Choose whether to apply the filter to the current tab, all dashboards, etc., then Apply.

Operators: Using Contains to Get Country-Level Filters

When the dataset stores Location as CA - Vancouver (country code + city), Use the operator Contains and search for the country code (e.g., CA - or CA) to emulate a Country filter. If your data has many formats, ask a data owner to create a proper Country column or a derived field.

Filter modal operator dropdown showing the Contains option.

  1. Operator selection list — Contains is highlighted
    ​Caption: Use Contains to match substrings (good for IN - City patterns).

  2. Value tag area — Shows chosen values as tokens
    ​Caption: Selected tokens appear here; remove tokens to refine selection.

Troubleshooting (Quick Wins)

  • No results after selecting two locations: Test selecting one location. If the issue continues, take a screenshot and open a support ticket (sometimes duplicated reports or UI bugs cause this).

  • Export missing or no download link: Try exporting a smaller filtered dataset; large exports may sometimes fail.

  • PDF export not available from a card: Try using the Export option in the top toolbar, or export an alternate card view.

Now you’re ready! Open the dashboard, try filtering and drilling into a few cards, export a small sample, and save a personalized view — you’ll be exploring, extracting, and sharing insights from the reporting module in no time.

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