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 Saving Looks and Dashboards

Once you've built a report or dashboard you want to keep, you can save it to your Personal Folder to access anytime. This article covers saving, editing, and managing both Looks and Dashboards.

In This Article

Who Can Use This Feature?

    • Pike13 Plans: ✅ Premium (included automatically), ✅ Advanced (contact help@pike13.com if you don't see it), ✅ Essential (available in some cases; contact help@pike13.com)
    • User Roles: ✅ Primary Owner, ✅ Owner, ✅ Manager, ❌ Staff, ❌ Limited Staff

Saving a Look

When you've built a report in an Explore that you want to keep:

  1. Click the Gear icon in the upper right corner of the Explore.
  2. Select Save as a Look.
  3. Enter a Title for your Look.
  4. Optionally add a Description to help you remember what it's for.
  5. Click Save to save and return to the Explore, or Save & View Look to save and open it immediately.

Your saved Look will appear in your Personal Folder on the Premium Reporting home screen.

Editing a Look

To make changes to a saved Look's fields, filters, visualization, or sorting:

  1. Open the Look from your Personal Folder.
  2. Click the Gear icon in the upper right and select Edit.
  3. Make your changes on the Edit Look page.
  4. Click Run to update the results.
  5. Once the Look has finished running, click Save to save your changes.

 

Turning Off Auto-Run on Load

By default, a Look runs automatically when opened. If you'd prefer it not to load data until you manually run it:

  1. In the Look, click the Gear icon and select Edit.
  2. Find the Run on Load toggle and turn it off.
  3. Save your changes.

 

Deleting a Look

  1. Open the Look you want to delete.
  2. Click the Gear icon in the upper right.
  3. Select Delete.
  4. Click OK in the confirmation box.

WARNING
Deleting a Look is permanent and cannot be undone.

Creating a Dashboard

Dashboards let you display multiple Looks and visualizations together on one page. To create your own:

  1. From the Premium Reporting home screen, go to your Personal Folder.
  2. Click New Dashboard.
  3. Give your dashboard a name.
  4. Add tiles by selecting existing Looks or running new queries directly within the dashboard.
  5. Arrange and resize tiles by clicking and dragging them.

Editing a Dashboard

To make changes to a saved dashboard:

  1. Open the dashboard from your Personal Folder.
  2. Click the Gear icon in the upper right and select Edit Dashboard.
  3. From here you can:
    • Add, remove, or rearrange tiles.
    • Edit the underlying query for any tile by clicking the three-dot icon (⋮) on that tile and selecting Edit.
    • Add dashboard-level filters that apply across multiple tiles.
  4. When finished, click Save to apply your changes.

CAUTION:  Editing a pre-built dashboard in the Clients & Staff or Financial folders is not possible. Custom dashboards can only be saved to your Personal Folder.

Saving a Dashboard

Changes to a dashboard are not saved automatically. Always click Save in the upper right corner when you're done editing to make sure your changes are kept.

To save a copy of a dashboard under a new name:

  1. Click the Gear icon and select Save As.
  2. Enter a new name and choose your Personal Folder as the destination.
  3. Click Save.