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 Dashboard
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

See how to create custom themes in Chartio:


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

Permissions required: Admin

Each chart is cached in our system from the first time the chart is created and saved. 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’re worried about database performance, you can set the Cache Duration to a higher value to trigger queries less frequently.

Your organization’s default cache duration is set for all dashboards in your instance from the Settings tab in the top navigation bar. When Use Organization Default is selected in a dashboard’s settings, the cache settings will use the organization default.

New queries to update your cache are only sent to your database when one of the following occurs:

  • a dashboard is opened and is being viewed (if using Smart refresh);
  • a dashboard Report or Snapshot is being generated;
  • the cache is expired and a user refreshes the dashboard

If none of these criteria are met, new queries are NOT sent from your dashboard to your database.


Refresh Dashboard

Refresh Dashboard refers to how often a dashboard will check whether its charts are displaying an expired cache version. Depending on the refresh method selected, the dashboard will update the charts with whatever exists in the cache at that point. If there are no existing results in the cache, or the cache is expired, then the chart’s queries will be executed against the data source(s) and the chart’s cache will be updated.

Refresh methods

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 automatically refresh at the Auto Refresh Interval you set.
  • Smart
    Similar to the Auto refresh method, your charts automatically refresh at the Auto Refresh Interval you set–but only while the dashboard is being viewed. In other words, new queries won’t be triggered if the dashboard is open but in an inactive (i.e., not currently in view) browser tab.
  • On Load
    Your charts load with fresh data when the dashboard is first opened but won’t refresh again unless manually refreshed.
  • Manual
    Your charts won’t refresh until a chart refresh is manually triggered.

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 will send new queries if the cached chart data is more than 2 minutes old.

To manually refresh a chart’s data, hover over the chart, open its ellipses menu and click Refresh Chart Data.

Modifying a chart’s query and re-running the query also manually refreshes the chart data!

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. Remember you can make use of nested categories too!

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.


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

Delete the dashboard by clicking Move to Trash. Refer to our Manage Dashboards page for more information on deleting a dashboard and restoring deleted dashboards.


Archive

Archive a dashboard by clicking Archive. Refer to our Manage Dashboards page for more information on archiving a dashboard.