Where do I find my metrics, dashboards, and data sources?

Everything you create is stored and accessible in your Klipfolio account. You can find these assets in list format, with search and filter capabilities.

Tip: To make metrics, dashboards, and data sources easier to find, be sure to give them meaningful names when you create them.

Finding your asset lists

Your asset lists are accessed from the left side navigation of your Klipfolio account.

  • Metrics: In the left navigation sidebar, click Metrics to see all your metrics. You can filter these using the Display drop-down.
  • Metric dashboards: In the left navigation sidebar, click Dashboards to see a list of all your metric dashboards. You can find dashboards using the search bar, display either all dashboards or only the ones you created. You can sort alphabetically by dashboard name, by owner, and by date created or updated.
  • Data sources: To see a list of your data sources, go to the bottom of the left navigation sidebar, click your Account Name, and select Data Sources. (We’re redesigning the navigation sidebar. If you don’t see the previous option, click Data Sources in the left navigation sidebar instead.) Filter the display using the drop-down, find items using the search bar, and sort by clicking a column name.
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