A Dashboard is a collection of reports displayed together on one page as tiles. Each tile can contain a chart, data table, or other visualization. Pre-built Dashboards are organized into your Clients & Staff and Financial folders and are ready to use right away.

Who can use this feature?

Who Can Use This Feature?
- Pike13 Plans: ✅ Premium, ❌ Advanced, ❌ Essential
- Staff Access: Dependent on staff reporting permissions
If you believe you should have access to Premium reporting or if you are interested in adding Premium reporting, please contact help@pike13.com.

Opening a Dashboard

Go to Premium Reporting and navigate to a folder you have access to (e.g., Clients & Staff or Financial).
Under the Dashboards section, click the title of the dashboard you want to view.

Tip - You can filter, adjust, and explore a Dashboard without affecting anyone else. Changes only become permanent if you click Edit and save them.

Changing Filter Values

Most dashboards have one or more filters that control what data is shown across the tiles — for example, a date range filter. You can change these freely without affecting anyone else.

Click the Filters section at the top of the dashboard to expand it.
Use the dropdown menus to adjust the filter values (e.g., change the date range).
Click Run to refresh the dashboard with your new settings.

Note - If a tile doesn't update when you change a filter, that filter may not be applied to that tile. This can be adjusted by editing the dashboard.

Changing the Time Zone

Time zone affects how time-based data is calculated across dashboard tiles. You may want to adjust this if your business spans multiple regions.

Click the Time Zone dropdown in the upper right corner of the dashboard.
Choose from the following options:
- Each Tile's Time Zone — runs each tile in the time zone it was originally saved in.
- Viewer Time Zone — runs all tiles in your personal account time zone setting.
- Any specific time zone from the list.

Caution - Once you navigate away from the dashboard, the time zone will reset to your account default.

Refreshing Dashboard Data

Dashboards pull live data each time the page loads — they are not static snapshots. The top right corner of the dashboard shows how recently the data was retrieved. You can reload the page at any time to pull the latest data.

Exploring Data from a Dashboard

Dashboards are great starting points for digging deeper into your data.

Click the title of any tile to open the underlying report in an Explore.
Or click the three-dot icon on a tile and select Explore From Here.

From there you can adjust the query, add fields, change filters, and save the result as a Look to your Personal Folder.

You can also hover over or click elements within a tile (like a slice of a pie chart) to see more detail about that specific data point.

Viewing on Mobile

When using a touchscreen device:

Tap a data point to see a summary.
Press & Hold a data point to drill into the data behind it.
Press & Drag across a chart to see information about each data point as you move across it.

What is a dashboard in Premium Reporting?

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