Custom dashboards
Custom dashboards are site-level collections of insight widgets that let you track live metrics from across your organisation in one place. You build them on the Dashboards page by choosing widgets from modules you have access to, and you control who can see each dashboard with sharing options.
What custom dashboards are
Each dashboard is a set of widgets that display real-time data such as open issues, overdue work, or schedule health. Dashboards are created per site and exist alongside the built-in insights pages that individual modules provide.
Unlike module-specific insights pages, custom dashboards let you combine widgets from different modules into one view and share that view with specific groups or across sites.
Who can create and edit dashboards
Creating dashboards requires the insights access level. Members cannot access insights or create dashboards. You can only add, remove, or reorder widgets on dashboards that you own or can edit.
Dashboard sharing options
When you create a dashboard, you choose who can see it under Shared with:
Private — Only you can view it.
Group — All members of the selected group can view it.
This Site — Anyone with dashboard access at this site can view it.
All Sites — Anyone with dashboard access across all sites can view it. This option is available only when the current site is a parent site.
How widgets work
The widget selector shows only widgets from modules you have access to. You can search widgets by name or browse them by module. You cannot add the same widget twice to one dashboard; the selector prevents duplicates.
After adding a widget, you can drag and drop it to reorder the layout, or remove it from the dashboard.
How custom dashboards differ from module insights
Built-in module insights pages, such as Operations Insights, show analytics for a single module and are available automatically. Custom dashboards are views you build yourself by combining widgets from multiple modules, and you control who sees them.