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Dashboards

Build custom dashboards with drag-and-drop widget grids. 27 widget types covering metrics, charts, tables, and content blocks. Dashboards support date-range filtering, auto-refresh, global filters, and JSON import/export.

Creating Dashboards

  • A default overview dashboard is provisioned when your workspace is created.
  • Click + New Dashboard in the sidebar to create additional dashboards.
  • Dashboards can be grouped into bases (folder containers) for organisation.
  • Star dashboards to pin them to the top of the sidebar.

Adding Widgets

  1. Click the + Add Widget button in the dashboard toolbar.
  2. Choose a widget type from the palette (metrics, charts, tables, content).
  3. Configure the data source: select which entity to query (matters, tables, submissions, audit log, or accounting data).
  4. Set aggregation, grouping, and filters.
  5. Customise appearance: title, subtitle, colours, legend, sparklines.
  6. Position and resize the widget on the canvas by dragging.

Widget Types

CategoryTypes
Metricsmetric, kpi_scorecard, gauge, sparkline, progress_bar, progress_ring, comparison
Chartsline_chart, bar_chart, area_chart, pie_chart, stacked_bar_chart, radar_chart, scatter_chart, funnel_chart, treemap_chart, heatmap, waterfall_chart, combo_chart
Tablestable_grid, leaderboard
Contenttext_block, countdown, activity_feed, image_block, status_breakdown

Canvas Controls

  • Drag widgets to reposition them on the freeform pixel-based canvas.
  • Resize by dragging the bottom-right handle.
  • Snap to grid is enabled by default (20px grid) - hold Shift to disable temporarily.
  • Zoom with Ctrl+scroll or the zoom controls in the toolbar.
  • Pan with middle-click drag or by holding Space and dragging.
  • Z-index - right-click a widget to bring to front or send to back.

Date Range and Filtering

  • Use the date range picker in the toolbar to filter all widgets by time period.
  • Presets: Last 7 days, 30 days, 90 days, This month, This quarter, Year to date, Custom.
  • Global filters apply to all compatible widgets simultaneously.
  • Each widget can also have its own per-widget filters.

Import and Export

  • Switch to JSON mode in the editor to view/edit the raw dashboard config.
  • Export dashboards as .json files to share or back up.
  • Import a JSON file to restore or clone a dashboard configuration.