Introduction to building dashboards

What’s new? You might notice some changes to your Klipfolio homepage in how you view and manage your dashboards. We’ve combined Active Dashboards and Dashboards, streamlining the workspace to help you build faster and stay organized.

In the new interface:

  • Clicking Dashboards brings you to your list of all dashboards - think of this as your dashboard master list, where you can see details for each dashboard, rename or permanently remove dashboards, and open (add) to your list of active dashboards.
  • Your list of open, active dashboards always displays under Dashboards, giving you fast access to the dashboards you use the most. At any time, you can remove dashboards from this list by selecting Close (they will still be accessible from your master list of dashboards).
  • To add a new, blank dashboard to your list of open dashboards (and to your master list), simply click the Create a dashboard button.
  • To add pre-built dashboards, navigate to the Dashboard Gallery page.
  • Right-click any heading in the in the left navigation bar to open it in a new tab or window.

Working with dashboards

Dashboards are used to organize and display data visualizations called Klips. You can access all of your dashboards (from your master list of dashboards) or only ones that are currently active (from the list of open dashboards in the left navigation bar).

This article focuses on general settings and editing options for dashboards, including the following:

How do I see the details for a dashboard?

The About this dashboard page includes details for each dashboard, such as its name, description, owner, time last updated, dashboard usage, and ID.

To access the About this dashboard page:

  • In an open dashboard, click the 3-dot menu and click About this dashboard.

How do I add a new dashboard?

Start from scratch by adding a blank dashboard and then populating it with Klips.

To add a blank dashboard, click the  Create a dashboard button beside Dashboards. Your new dashboard will instantly be added to the end of your active list of open dashboards in the left navigation bar as well as your master list of dashboards.

To populate your blank dashboard:

  1. Click Add a Klip.
  2. 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.
  3. Continue adding Klips as desired.

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

How do I add an existing dashboard to my list of open dashboards?

You can get fast access to your most relevant and frequently used dashboards by adding them to your list of open dashboards.

To open an existing dashboard:

  1. Click Dashboards.
  2. From your master list of dashboards, locate the dashboard you want to open and click the  Open dashboard button.

How do I edit a dashboard?

Dashboard editing options include:

  • Setting a Light or Dark Theme
  • Updating the dashboard name and description
  • Adjusting the dashboard layout
  • Repositioning the dashboard's Klips
  • Removing the dashboard from the list of open dashboards
  • Deleting the dashboard permanently

To set a Light or Dark Theme:

  1. From the left navigation bar, click the name of any open, active dashboard.
  2. Click the Themes button.

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

To change the name and description of a dashboard:

You modify the name and description for dashboards by selecting Edit Properties on the About this Dashboard page.

If you only want to rename an open dashboard, you can click its 3-dot menu and click Rename... > Apply.

To adjust the dashboard layout:

  • With the dashboard you want to edit selected, 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. In the left navigation bar, click an open dashboard.
  2. Decide on the layout of the dashboard and reposition the Klips accordingly by clicking and dragging.

To remove a dashboard from the list of open dashboards:

  1. In the left navigation bar, click the 3-dot menu for the dashboard you want to remove.
  2. Click Close dashboard.

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

To delete a dashboard permanently:

  1. For open dashboards, in the left navigation bar, click the dashboard, click its 3-dot menu, and select About this dashboard. Proceed to step 3.
  2. For all other dashboards, click Dashboards and select the dashboard from your master list. Proceed to step 3.
    Note: You can also multi-select several dashboards to delete at once by clicking the checkboxes.
  3. Click Delete Dashboard.
  4. Select either Delete this dashboard only or Delete this dashboard and its Klips and data sources and click Next.
  5. If you selected Delete this dashboard only, click Delete to confirm or Cancel.
    If you selected Delete this dashboard and its Klips and data sources, review the listed assets and click Delete Now or Cancel.

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

To learn more about options for deleting a dashboard, see Deleting a Klip, dashboard, or data source.

Learn more