Introduction to building dashboards

Dashboards are used to organize and display data visualizations called Klips. Each time you log in to Klipfolio, you are brought to your home dashboard, where your active dashboards are available. All dashboards in your account are accessible from your list of dashboards, even if the dashboard is not currently being actively displayed in your account.

You can add a dashboard from your list of dashboards, add a pre-built dashboard from the Dashboard Gallery, or add a blank dashboard to your home dashboard.

This article is an introduction to dashboards and focuses on general settings and editing options. For links to articles that discuss additional dashboard functionality, see the list at the end of this article under Learn more.

How do I add a dashboard?

You can start from scratch by adding a blank dashboard and then choosing Klips to display in it or you can add an existing dashboard.

To add a blank dashboard:

  1. Click Active Dashboards.
  2. Click the Add dashboard icon (the + sign).
  3. Click Add a Blank Dashboard.
  4. To populate your blank dashboard, click Add a Klip.
  5. Either click My Klips, to select an existing Klip from your list of Klips, or select a pre-built Klip from the Klip Gallery, or click Build a Custom Klip, to build your own Klip from scratch.
  6. Continue adding Klips as desired.

  Each dashboard can contain up to 30 Klips. Learn more about building Klips.

To add an existing dashboard:

  1. Click Dashboards.
  2. Locate the dashboard you want to and click the Open dashboard icon (the symbol).

How do I edit a dashboard?

Dashboard editing options include:

  • Setting a Light or Dark Theme
  • Renaming the dashboard
  • Updating the dashboard name and description
  • Adjusting the dashboard layout
  • Repositioning the dashboard's Klips and moving Klips between dashboards
  • Removing the dashboard from view
  • Deleting the dashboard permanently

To set a Light or Dark Theme

  1. Click Active Dashboards.
  2. Click the Themes icon, as shown below:

 

Note: When you select a Light or Dark theme for your dashboard, your selection is applied to all of your dashboards.

To rename a dashboard:

  1. Click Active Dashboards.
  2. Click the 3-dot menu for the dashboard you want to rename and click Rename....
  3. Enter the new name in the text field and click Apply.

To update a dashboard name and description:

  1. Click Active Dashboards.
  2. Click the 3-dot menu for the dashboard you want to update and click About this dashboard.
  3. Beside About this dashboard, click Edit Properties.
  4. Update the Name or Description and click Save.

To adjust a dashboard layout:

  • On the dashboard you want to edit, click Layout and select either the Custom or Template option.

Templates offer predefined layout options. The Custom layout offers more flexibility, enabling you to select the number of grid columns within which to display your Klips and to adjust individual Klip height and width.

To reposition Klips on a dashboard:

  1. After deciding on the layout, reposition Klips by clicking and dragging.
  2. Optionally, move Klips between dashboards by clicking the Klip and dragging it to the desired dashboard tab in the dashboard ribbon.

To remove a dashboard from view:

  1. Click Active Dashboards.
  2. Click the 3-dot menu for the dashboard you want to remove and click Close dashboard.

Note: When you close a dashboard, you are only removing it from view. The dashboard continues to be stored in and accessible from your list of dashboards.

To delete a dashboard permanently:

  1. Click Active Dashboards.
  2. Click the 3-dot menu for the dashboard you want to delete and click About this dashboard.
  3. Click Delete Dashboard.

Note: When you delete a dashboard using this method, it is removed from your dashboard list and is no longer accessible.

How do I see the details for a dashboard?

  1. Click Active Dashboards.
  2. Click the 3-dot menu for the dashboard you want to view details for and click About this dashboard.

You can see details, such as, the name, description, owner, time last updated, the dashboard usage, and its ID.

Learn more