Create, edit, and manage dashboards

This article helps you:

  • Create and edit dashboards

  • Comment on your dashboards

  • Manage your dashboards

With dashboards, you can collect all your relevant charts into a single, convenient view. You can save multiple reports into a single page view, rather than viewing each individual report in isolation. You can even save cross-project charts into the same dashboard, for side-by-side comparisons.  

Note

You may also find this Academy course on dashboards helpful.

Before you begin

Dashboards are available to all all Amplitude customers. However, certain features are only available for customers on Scholarship, Growth and Enterprise plans:

  • Adding behavioral cohorts to a dashboard
  • Dashboard date range (bulk filter)
  • Dashboard user segment (bulk filter)
  • Comment
  • Adding target metrics

You must save your charts before adding them to a dashboard. Read more about creating and saving charts here.

Also, be aware that dashboards don't support Pathfinder Users, and that customers on Starter plans can subscribe to a maximum of 50 different dashboards.

You may also find the following dashboards articles useful:

Create a dashboard

To create a dashboard, follow these steps:

  1. Navigate to Create > Dashboard to create a dashboard from scratch. Or click + Add to from within an existing chart and select + Create a new dashboard from the menu.
  2. Type the name of your new dashboard where it reads Untitled Dashboard. Amplitude saves your new, still-empty dashboard.
  3. To add content to your dashboard, click Add Content and select the type of content you want to include from the drop-down. Then select the specific items from the panel that opens on the right.

Note

You can also build your dashboard from an existing template, by clicking Start With A Template and choosing from the drop-down list.

Edit a dashboard

If you're the owner or co-owner of a dashboard, you can make edits to it. These include adding charts or cohorts to the dashboard and designating the dashboard as an official source of truth within your organization.

Add charts to your dashboard

You can add charts to your dashboard either from inside the dashboard, or from within the chart itself. To populate your new dashboard with charts from within your dashboard, follow these steps:

  1. From within the dashboard, click + Add Content and select the type of content you want to include from the drop-down. Then select the specific items from the panel that opens on the right.
  2. Repeat step 1 until you've added all the content you need for your dashboard.

Add cohorts to your dashboard

You can add a behavioral cohort to a dashboard. This displays the number of users in a cohort and the date and time of its last computation. 

Note

This feature is only available to customers on a Scholarship, Growth, or Enterprise plan.

To add a cohort to your dashboard, follow these steps:

  1. Save your cohort and click + Add to.
  2. Select the dashboard you'd like to add this cohort to from the list.

Note

You can also add a cohort to your dashboard from within the dashboard itself: just select Add Chart or Cohort from the More menu.

You can view any cohort on your dashboard by current cohort population, or the cohort population over time. To switch to viewing the cohort population over time, click •••. Then select Population Over Time.

Note

For any chart or query that segments on a cohort, the segmented cohort automatically recomputes itself whenever the chart generates. Cohorts added to dashboards also refresh.

Add a Session Replay to your dashboard

There are three ways you can add a Session Replay to a dashboard or notebook:

  • From the Session Replay page itself (accessible via the homepage and Session Replay search)
  • From within User Look-Up
  • From within an individual chart

Designate your dashboard as "official"

In many organizations, it can be challenging for Amplitude users to identify the charts and dashboards they can rely on as a “source of truth”—in other words, dashboards the organization trusts to be accurate, up to date, and relevant. This is especially true in analysis-heavy organizations, where the sheer volume of ad hoc analyses generated can overwhelm source-of-truth content. By making this content easier to find and reference, Amplitude’s Official Dashboards feature can help newer users find their footing more quickly, and ramp up to generating productive analyses sooner.

By designating a dashboard as “official,” you’re telling all Amplitude users in your organization that they can trust the content they find on it to be current, accurate, and vetted. It’s an excellent tool for tracking and broadcasting company-wide KPIs, team-specific KPIs, final analysis for a feature or experiment, or for onboarding new employees and team members.

This feature is only available for users on Growth, Scholarship, and Enterprise plans.

Note

Only an admin or manager can designate an official dashboard.

To label a dashboard as official, follow these steps:

  1. Open the dashboard you’d like to make official.
  2. Hover over the icon next to the dashboard’s title.
  3. In the popup that appears, click Confirm.

You are now a co-owner of the dashboard; this includes editing privileges. If you aren't the original owner of the dashboard, that person receives a notification.

Note

Removing a dashboard’s official designation works the same way.

Comment on your dashboard

You can start a discussion around your analyses right alongside your charts on a dashboard. This is useful for teams to discuss and iterate on their findings. 

Note

This feature is only available to customers on a Scholarship, Growth, or Enterprise plan.

To comment, click More > Comment. You can also mention colleagues by typing their name after "@". They receive an Amplitude notification.

You can also receive a notification via Slack. See this article for more information on how to integrate Amplitude and Slack.  

Copy, download, export, refresh, or archive your dashboard

The More menu contains several administrative functions not discussed above:

dashboards_final_section_more_menu_image.png

  • Refreshing the dashboard updates all charts and cohorts included in your dashboard, so that it displays the most up-to-date information.
  • When downloading a .CSV of a chart, the downloaded file contains a summary of the chart, the dashboard URL, and all events, segments, and user properties.
  • When exporting your dashboards, you can choose between .PDF and .PNG formats.
  • When copying a dashboard, you own the copied version, regardless of whether you own the original version.
  • The owner, an invited editor, or an organization admin can delete or archive dashboards. Viewers and members can't delete or archive dashboards.
  • You should archive a dashboard when your organization no longer supports or uses it. Users can still search for archived charts in the Search tab. Archiving a dashboard doesn't archive the charts within the dashboard.

Dashboard cache times

Amplitude caches chart results. The cache time is dependent on the interval (daily, weekly, monthly) and the length of time covered. Find cache times for charts here. Cache times for dashboards and CSV downloads are twice as long as the times listed.

To manually refresh all charts and cohorts on a dashboard, click More > Refresh Dashboard.

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August 28th, 2024

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