> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Build a dashboard

> Assemble saved reports into a single dashboard: create it, add and arrange reports on the grid, and scope it with audience filters and a date range.

> For partner ops who want a single, shareable view of program performance.

A dashboard turns a handful of related reports into one view your team returns to, instead of hunting through individual charts. Building one - and filling it with the right reports in a readable layout - gives everyone a shared, focused picture, like a partner-attached pipeline dashboard scoped to a tier and a quarter. This guide takes you from an empty dashboard to a populated, filtered view.

## What you'll achieve

A saved dashboard that holds your chosen reports in the layout you arranged, scoped by audience filters and a date range, ready to share with your team or embed in a partner portal.

## Before you start

<Steps>
  <Step title="Save the reports first">
    A dashboard is built from saved reports, so create the reports you want to include before you start.
  </Step>

  <Step title="Confirm reports access">
    You need reports write access to create and edit dashboards.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/steps/02.png?v=1783330796" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/video.webm?v=1783330796#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/walkthrough.html?v=1783330796" />
  </Tab>
</Tabs>

## Steps

### Create the dashboard

<Steps>
  <Step title="Open Dashboards">
    Go to [Dashboards](https://app.introw.io/dashboards). Each dashboard appears as its own tab, so you can keep several views side by side.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/steps/02.png?v=1783330796" alt="Open Dashboards" />
    </Frame>
  </Step>

  <Step title="Add a dashboard and name it">
    Create a new dashboard tab and give it a clear name, for example "Partner pipeline". The name labels the tab and identifies the dashboard when you embed it in a portal.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/steps/05.png?v=1783330796" alt="Add a dashboard and name it" />
    </Frame>
  </Step>
</Steps>

### Add and arrange reports

<Steps>
  <Step title="Open the report sidebar">
    With the dashboard open, edit its layout. The sidebar lists your saved reports; search it to find the one you want.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/steps/06.png?v=1783330796" alt="Open the report sidebar" />
    </Frame>
  </Step>

  <Step title="Add reports to the grid">
    Drag a saved report from the sidebar onto the grid. Repeat for each report you want on this dashboard. Only saved reports you have access to appear in the list.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/steps/07.png?v=1783330796" alt="Add reports to the grid" />
    </Frame>
  </Step>

  <Step title="Arrange the layout">
    Resize and reposition each report on the grid so the most important charts read first. The grid keeps the arrangement you set.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/dashboards/guides/build-a-dashboard/steps/08.png?v=1783330796" alt="Arrange the layout" />
    </Frame>
  </Step>
</Steps>

### Scope and save

<Steps>
  <Step title="Set audience filters and a date range">
    Apply the dashboard-wide controls that flow into every report on it.

    * **Audience filters** - scope the whole dashboard to a set of partners (for example a tier or segment), so every report reflects the same audience.
    * **Date range** - choose a preset that frames the period all reports cover, so the dashboard tells one consistent time story.
  </Step>

  <Step title="Save the dashboard">
    Save the layout. The dashboard is now available as a tab and can be embedded in a partner portal.
  </Step>
</Steps>

## Verify it worked

The dashboard appears as a tab on [Dashboards](https://app.introw.io/dashboards) and shows your reports in the layout you arranged, with the audience filters and date range applied across every report.

## Related

<CardGroup cols={2}>
  <Card title="Embed a dashboard in the portal" icon="book-open" href="./embed-a-dashboard-in-the-portal">
    Share it with partners.
  </Card>

  <Card title="Build a report" icon="book-open" href="/features/reporting/report-builder/guides/build-a-report">
    Make more reports to add.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>
