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Dashboards

A dashboard is a collection of reports arranged on an interactive grid. Each report on a dashboard runs a SQL query against one of your data sources and visualizes the result as a chart, table, or number.

Dashboards are the primary way users consume data in Cluvio. A typical organization has dashboards for different areas of interest — sales performance, operational metrics, customer support KPIs, and so on — each combining the relevant reports into a single view.

Viewing Dashboards​

When you sign in to Cluvio, you arrive at the dashboards overview page, which shows all dashboards accessible to you as tiles with thumbnail previews.

Overview Overview

Dashboards are sorted by Last opened unless you pick another order: the dashboards you opened most recently come first, and the ones you have never opened follow, by name. The order is your own: it follows the dashboards you opened, not anyone else's. You can also sort by name or by when a dashboard was last updated, and your browser remembers the choice. Use dashboard groups to organize dashboards into categories.

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Click on a dashboard's name or thumbnail to open it.

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Creating a Dashboard​

To create a new dashboard, click New Dashboard on the overview page.

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You can optionally set a description and assign the dashboard to existing dashboard groups. If dashboard backups are enabled for your account, you can also create a dashboard from a previously exported JSON backup.

A new dashboard starts as a draft — visible only to you. To make it available to other users, share it with user groups.

Filters and Interactivity​

Dashboards become interactive when reports use filters. Filters let users change the data shown on a dashboard without editing any SQL — for example, selecting a date range, choosing a region, or picking a customer segment.

The filter bar at the top of a dashboard shows all filters used by any report on the dashboard. Changing a filter value affects every report that uses it.

Overview Overview

Click the filter bar to expand the filter controls:

Overview Overview

The currently selected filter values can be saved as defaults — this is what users see when they first open the dashboard. Configure filter appearance and ordering in dashboard settings.

Several built-in filters (time range, aggregation, time zone) are available, alongside a variety of custom filters (dropdowns, date pickers, checkboxes, text inputs).

Data Caching​

To minimize load on your database, the results of each SQL query are cached for every unique combination of filter values. When a user opens a dashboard with filter values that have been used recently (by them or anyone else), the reports show cached data instantly — no SQL queries are executed.

Cached data expires based on the configured refresh rate. The default maximum cache age is 24 hours, but you can reduce it per dashboard or per report. The minimum refresh rate available depends on your subscription plan (see Plans Comparison).

If a dashboard is displayed continuously — for example, on a wall-mounted TV via a sharing link — it will automatically refresh its data according to the configured refresh rate, always showing up-to-date information.

Sharing and Embedding​

Dashboards can be shared within your organization by assigning them to user groups, or externally via sharing links and scheduled emails. They can also be embedded in customer-facing web applications and portals.

Monitoring​

For dashboards that are critical to your users' workflow, you can enable monitoring to track query performance and receive email alerts when SQL errors or slow queries are detected. Monitoring is available on the Pro plan and above.

Usage and Change History​

Every dashboard records when it was last opened and how often, so you can see which dashboards are actually used before changing or retiring one. Alongside it, the change history records what changed on the dashboard and its reports, when, and who changed it.

Managing Dashboards & Sharing Links​

There are two views for working with dashboards:

  • The dashboards overview page (your home page after login) is designed for viewing — browsing dashboards by thumbnail, organizing them into groups, and opening them. This is what all users see.

  • The Settings > Dashboards & Sharing Links page is designed for managing — it provides a table view of all dashboards with their sharing status, monitoring status, and usage, along with a separate table of all sharing links across all dashboards. Use this page when you need to:

    • See which dashboards are published vs. draft at a glance
    • Find dashboards with active monitoring alerts
    • Review all sharing links in one place (across all dashboards)
    • Sort dashboards or sharing links by usage to identify the most and least accessed items
    • Manage sharing, schedules, and monitoring settings for a specific dashboard
    • Hand a draft to another Analyst or Admin with Change Owner… (Admins only)

Access the management page from Settings > Dashboards & Sharing Links in the navigation bar, or via the Manage Sharing action in the dashboard dropdown menu.