Dashboard Settings

Access a dashboard’s settings by clicking the Settings button from the dashboard sidebar menu.

Access settings from the sidebar menu


Dashboard Settings
Title Slug Theme
Time Zone Cache Duration Refresh Rate
Auto Apply Variables Allow Viewers to Refresh Data Category
Reports Snapshots Comments
Move to Trash Archive

Title

The dashboard title is displayed in the upper left corner of a dashboard.


Slug

The slug is displayed in the URL. If left blank it will be autogenerated from the category and title of the dashboard. If you update the title, the slug will not be affected.


Theme

Chartio lets you select a theme for your dashboard, which applies a unified color scheme to all of your charts. You can choose from one of our default themes, or create your own custom theme.

Select a theme

From your dashboard, click the Settings icon in the sidebar.

Find the Theme section and select a theme from the dropdown menu. When finished, click Update Dashboard to save your changes.

Pick a theme from Dashboard Settings

Create a custom theme

From the top navigation, select > Settings.

Click the three dots in the top bar and choose Settings

Switch to the Themes tab, and click New Theme.

Name your theme, and select your colors. The chart and table preview on the right side will update to give you a preview of your theme. If you’d like, you may add a logo to your theme as well. It will be displayed next to the dashboard title, as shown in the preview.

When finished, click Create.

Creating a new theme

Set a default theme

Permissions required: Owner

In the top navigation, select , then select Settings. Change the theme in the Default theme dropdown, and click Update to save. All dashboards will use the selected theme unless the theme is manually changed in the dashboard’s settings.

Change the dashboard themes in Settings


Time Zone

See our Time Zone documentation.


Local Time Zone Override

Allows an individual dashboard to use the dashboard viewer’s local time zone instead of the dashboard’s set Time Zone.

Note: Local Time Zone Override is not available for embedded dashboards.

Check Local Time Zone Override


Cache Duration

The Cache Duration tells Chartio how long to keep chart data before querying your database for fresh data. If you would like fresh data very often, you can set the cache duration to a lower time interval. On the other hand, if you are worried about database performance and want to limit how often new queries are sent to your database, you can set the Cache Duration to a higher value.

For additional details about caching and how it works in conjunction with the Refresh Rate, check out How does caching work?.

The organizational default is set for all dashboards in your instance from the Setting tab in the Main Menu. When this checkbox is ticked on a dashboard, the cache settings will use the organization default.


Refresh Rate

By default, dashboards automatically refresh their charts on a regular basis. You can adjust this refresh rate or turn it off entirely via your dashboard settings.

Refresh options

Note: Whether or not you get fresh data when your dashboard refreshes is also dependent on your dashboard cache duration.

Cache Refresh Settings

  • Auto
    While your Dashboard is open, your charts will automatically refresh at the Refresh Interval you set.
  • Smart
    Smart Refresh is the same as Auto (charts automatically refresh at a set interval), except new queries will not be triggered if the dashboard is in an inactive (not currently in view) browser tab.
  • On Load
    Your charts will load with fresh data when the Dashboard is first opened, and will not refresh again unless manually refreshed.
  • Manual
    Your charts will not refresh unless manually refreshed.

Click Refresh Data in the dashboard sidebar

Manually refreshing data

Note: Manually refreshing chart data overrides your dashboard’s cache duration.

To manually refresh all the charts on your Dashboard, click Refresh Data from the dashboard sidebar. This button will send new queries if the cached chart data is more than 2 minutes old.

To manually refresh a chart’s data, click the menu icon in the upper-right corner of the chart and choose Refresh Chart Data from the dropdown menu.

Click Refresh chart data after clicking the three dots in the top of a chart


Auto Apply Variables

By default, your charts update whenever any dashboard variable value changes. If instead, you’d like to update multiple variables and apply the changes all at once, you can uncheck Auto Apply Variables in your dashboard settings.

Uncheck Auto Apply Variables to apply all variable changes at once

When Auto Apply Variables is unchecked, you’ll see an Apply Filters button in the upper right of your dashboard whenever you make any variable changes. Once you’re finished updating your dashboard variable values, click this button to apply the variable changes to your charts.

Click Apply Filters to apply all variable changes to your charts

This setting is beneficial for dashboard performance because it prevents new chart queries from triggering every time you make a variable selection, for example in a multi-select dropdown.


Allow Viewers to Refresh Data

This toggle controls whether users with view-only access to the dashboard can refresh the data for charts on the dashboard.


Category

Assign the dashboard to an existing category or create a new category by typing the name of the category in the text box. If the category does not already exist, it will be created.

You can reassign a dashboard to a different category by updating the category field. Note, the slug will not automatically be updated to reflect the change of category.

Add subcategories with “>” (e.g., “Product > Subproduct”)


Reports Enabled

If you would like to create scheduled email reports from this dashboard, make sure the Reports Enabled checkbox is checked.


Snapshots Enabled

Enabling Snapshots will save a PDF copy of your dashboard at a specified daily interval. This allows you to quickly and easily review historical chart data.

Pick a day for Snapshots to be taken on a regular, chosen interval

Enable Snapshots

Navigate to your dashboard settings via Settings in the dashboard’s sidebar menu.

Find the Snapshots Enabled setting and enable it. Set your Snapshot Hour to the time of day you would like the Snapshot to be generated. When finished, click Update to save your changes.

View Snapshots

From your dashboard, select View Snapshots in the sidebar menu and you’ll be redirected to the Snapshot Viewer. Select a calendar date to view previous snapshots.

View Snapshots

Download Snapshots

From the snapshot viewer, click the download icon next to the date of the snapshot you’d like to download. Choose PDF or CSV and your download will begin.

Download your Snapshot as either a CSV or a PDF


Comments

Add comments to your dashboard to provide context for the charts, solicit feedback, or requests.

In a Dashboard’s sidebar, click Comments to open the Comments section. New comments will be highlighted with a blue dot.

Adding and viewing comments on a dashboard

Comments Permissions

Dashboard Admins can delete any comment, otherwise, users can only edit or delete their own comments. Only Dashboard Admins and Editors can leave comments.

Comments Notifications

If you’ve commented on a dashboard, you’ll receive notifications in the Notification center whenever there’s a new comment on a dashboard.

You’ll also receive comment notifications for a dashboard if you are tagged in a comment.

Getting notified about dashboard comments

User Tagging

Tag any dashboard Editor or Admin in a comment and the user will receive notifications whenever a new comment is added to the dashboard.

Tag a dashboard Editor or Admin for them to get comments notifications


Move to Trash

Deleting a dashboard moves it to the Trash. Dashboards stay in the Trash for 30 days before permanent deletion. Before 30 days, a dashboard in the Trash can be restored or moved to the Archive.

What you should know:

  • A dashboard stays in the Trash for 30 days and is then permanently deleted; once permanently deleted, we cannot restore the dashboard.
  • Only Dashboard Admins have the ability to move dashboards to the Trash.
  • At any point before the 30 day limit, the dashboard may be manually Restored as an active dashboard or moved to the Archive.
  • Dashboard Editors and Viewers can see the names of dashboards in the Trash tab that they have access to, but they cannot see the dashboard contents and cannot move the dashboard out of the Trash.

How to restore a deleted dashboard

From the Dashboards page, select Trash from the left-side menu options. Click the vertical ellipsis menu icon for the dashboard and select Restore. This menu will be located on the right of the view date if displaying as a list or beside the dashboard title if displaying as icons.

Restore a trashed dashboard by opening more options and clicking Restore


Archive

If a dashboard is not in use but should be kept for reference, archiving is a great way to keep it around just in case. The Archive is also useful as a holding space for dashboards that are potentially not in use but need confirmation from Teammates before deletion.

What you should know:

  • A dashboard stays in the Archive indefinitely, unless a Dashboard Admin restores it or moves it to the Trash.
  • Only Dashboard Admins have the ability to archive dashboards.
  • Archiving a dashboard is entirely reversible; a dashboard can be Restored as an active dashboard or moved to the Trash at any time.
  • Dashboard Editors and Viewers can see the names of dashboards in the Archive that they have access to, but they cannot see the actual dashboard and cannot restore or delete the dashboard.
  • When a dashboard is in the Archive, queries are not run for its charts, snapshots will not run, and any scheduled reports are not sent.

Manage dashboards with archiving