New Beta Features for Custom Dashboards!

Our latest release on July 30th enabled our custom dashboard beta users to:

  • Switch dashboards from landscape to portrait orientation (and generate PDF reports in the same format)
  • Select date ranges for bar and line charts
  • Select a date format for bar line charts
  • Add section breaks and section titles
  • Clone dashboard widgets
  • Clone entire dashboards
  • See header labels on all triple-pie charts

Portrait Mode

Users now have the ability to switch dashboards from landscape to portrait orientation. Portrait orientation dashboards allow a maximum width of 3 widgets. This view is optimal for smaller screen sizes and for portrait reports.

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As part of the beta, you can manually generate portrait PDFs from your PDF dashboards. Once Portrait Mode is enabled for your entire organization, scheduled reports of these custom dashboards will also arrive in portrait orientation.  

Note: during the beta period, you will want to restrict access to portrait orientation dashboards to only other beta users in your organization. The dashboards will not display correctly for users that do not have the beta features enabled.

To Build a Portrait Mode Dashboard

You have two options to build a portrait mode dashboard: start from scratch or clone an existing dashboard. We recommend cloning one of your frequently used dashboards and adjusting from there.

  • On an existing dashboard, click the ellipsis icon in the action bar and select Clone.

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  • You will be taken to your newly cloned dashboard. Click the Edit Layout button.

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  • The action bar will toggle to show the Add Widget and Change Orientation icons, as well as Cancel, Save, and Save & Done buttons. Click the Change Orientation icon.

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  • Select Portrait orientation and click Set.

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  • You’ll be taken back to your dashboard in the new orientation. You can resize and move your widgets on the canvas. Once you like the new layout, you can Save the orientation.

Select Date Ranges for Bar/Line Charts

Bar and line charts now display a date range selector (which will soon be available only in Edit Mode).

The date selector has a variety of pre-built options (such as this year/quarter/month, last year/quarter/month, YTD, QTD, MTD, trailing months/days, and more.) You also have the option of selecting a custom date range.  

Now that you can clone widgets, it’s also easy to clone bar/line charts and select different date ranges for comparisons. For example, you can clone a bar/line chart that displays an annual revenue goal with the whole year displayed, and in the cloned version, select just the current quarter’s date range for a more detailed look.

These dates will be persisted to both manually generated and scheduled reports after our next release.

Select Date Format for Bar/Line Charts

There are now a couple of ways to format the dates represented in the line and charts. You will have to ability to have a long date format (i.e. 01/01/2018) or a shortened date format (Jan 3, 18).

You can also choose the frequency with which to display dates at the bottom of your line and bar graphs. Depending on how frequently you make updates to your metrics and the date ranges you’ve selected to display in your chart, you can select the date display that best allows you to read the chart. You can choose to:

  • Automatically select dates that will best fit within the graph
  • Display the first day of every week (Sunday)
  • Display the first day of every month
  • Display 1st and 15th of every month (semi-monthly)
  • Display the first day of every quarter
  • Only display dates with data

Section Breaks and Section Titles

Using our new section titles and section breaks, you can now organize all the widgets within your dashboard for easier navigation. There are a variety of formats available for both options, so you can customize the look and feel to match your organization’s existing reports.

Header Label for Triple Pies

The header titles within the new pie charts will allow customers to clearly see which charts align to status lights, past due plan items, and late updates.  

New Add/Edit Widget Modal

The Add/Edit Widget modal has been updated to match the new look and feel of the dashboards, as well as to support the addition of section breaks and section titles. It also features clearer messaging around which chart types are available for each widget.

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