Overview
Dashboards in the Reporting module are interactive. You can filter by clicking chart elements, drill into underlying data, export snapshots or raw rows, and save personalized views without changing the source dashboard.
Dashboard Elements
Open a dashboard and identify the main areas:
Toolbar (top right) — contains Export, Hidden Items, and Discard / Save Changes.
Source dashboard banner (blue) — indicates you are working with a source dashboard copy. Save changes to create a personalized version, or restore the source to clear local changes.
Filters bar (top center) — click a filter to open the search, operator, and value selection.
KPIs and cards — each card has a menu (
⋮) to export or view underlying data.Filters pane (right side) — add global filters that apply across all cards.
Note: Restoring the source dashboard clears all local changes. Save a personalized copy first if you want to keep them.
Interacting with Cards
Map and geospatial cards
Click a map point or cluster to filter the dashboard to projects at that location.
Use zoom and pan to navigate the map.
Use the card menu (
⋮) to export the map image or view the underlying rows.
Pie and bar charts
Click a pie slice or bar to auto-apply that filter to the entire dashboard.
Hover on chart elements to see tooltips.
Use the card menu (
⋮) to export the chart or view the raw rows behind it.
Tables and grouped visuals
Click column headers or axis labels to sort.
Expand grouped rows to view detail.
Click bars in past-due or upcoming milestone charts to filter the dashboard to projects in that bucket.
Dense charts with many categories
Use the left/right carousel arrows on legends to page through additional categories.
Use the card menu (
⋮) to view underlying data in a readable table.
Using the Filters Modal
Click any filter widget to open the filter modal.
Column — the dataset column being filtered.
Operator — choose one:
Equals,Contains,Starts with, etc. The operator dictates matching logic.Search and values — type to find values, then check the ones to include. Selected values appear as tags below.
OR logic — when multiple values are selected, rows matching any of the selections are returned.
Apply to / Apply — choose the scope (current dashboard, all dashboards, etc.) and click Apply.
Using Contains to filter by country
When a dataset stores Location as a combined value (e.g., CA - Vancouver), use the Contains operator 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 derived field.
Troubleshooting
No results after selecting two locations. Test selecting one location first. If the issue continues, take a screenshot and open a support ticket. Duplicated reports or UI bugs can occasionally cause this.
Export missing or no download link. Try exporting a smaller filtered dataset — large exports may fail.
PDF export not available from a card. Use the Export option in the top toolbar instead, or export from an alternate card view.