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Knowledge Base

Using Analytics & Monitoring

Guides on how to use the platform's analytics and monitoring features

Using Dashboards

User permissions required: ‘View Sources’ AND ‘View Labels’


What's covered in this article:



The Dashboard page is where users can create fully customisable dashboards containing all of the charts and visuals in the platform that are most useful or relevant to them for this dataset.

Dashboards are specific to the dataset itself. Each user has a default dashboard (see below) automatically created, and you can create new, delete existing and edit existing dashboards too (the titles of the dashboards can be renamed to suit your use case).


This page is particularly useful when you have a live integration set up for the source(s) in your dataset, and you can periodically check in to see how things have changed over time.


As a default, each dashboard has a few example visuals already added, however, users have complete control over what gets shown on each dashboard. 


You can customise a dashboard by adding (or removing) charts with your choice of filters applied, or specific data related visuals from the Dataset settings page. You can also edit the filters applied to charts in the dashboard from within the dashboard itself.


You can also rename the dashboard simply by clicking the title and typing.



Selecting a dashboard


As you can edit multiple dashboards, before you try and add anything to one of them, you need to ensure you have the intended dashboard selected.

To select the right dashboard, go to the Dashboard page, click the dropdown in the top righthand corner of the page, and select the dashboard you want to update.

When you go to Reports or the Dataset Settings page to add charts or visuals, they will be added to the dashboard you have just selected on the Dashboard page.



Renaming the dashboard

To rename any dashboard, simply click on its title at the top of the page, and type in the new name. This will then be reflected in the dropdown menu too.

Please Note: Dashboards are dataset specific and not user specific. Users will still be able to edit all dashboards if they have the correct permission (Modify datasets).


Adding charts


As a default, a dashboard contains the default visuals shown below. These can all easily be removed if users prefer – see the next section of this article for how. 


Default Dashboard page

When you add a chart to a dashboard, the platform will intuitively try to fit it in the most obvious space available. If there is space to accommodate the default chart size, the platform will add the chart as close to the top of the page as it can.


  • Ensure you have the intended dashboard selected in the Dashboard page (see above)
  • Navigate to the Reports page via the left-hand dataset navigation bar or where it says ‘Reports’ on the empty Dashboard page (as shown above)
  • Apply the relevant filters to find the chart that you want (see here)
  • Click theicon that appears in the bottom or top right-hand corner of the chart when you hover over it with your mouse
  • This will add the chart to the selected dashboard with the filters and chart type selected at that point in time
  • Repeat this process from the Reports page until you’ve added all of the chart views that you want in your dashboard


When you add a chart from Reports with filters applied, you will see theicon (as shown below). You can click it to reveal which filters are applied. The icon will change to look like this: (as shown below).


Filtered report from Dashboard page with and without filters showing


To add one of the dashboard cards from the individual Dataset settings page:


  • Ensure you have the intended dashboard selected in the Dashboard page (see above)
  • Navigate to the Dataset settings pages using the cog icon at the top of the page
  • Select the 'Settings' tab
  • Under 'Dashboard Settings' select the relevant cards you want to add or remove from the dropdown menu


The cards you can add from the individual Dataset settings page are:


  • An example recent verbatim (which can be filtered to show 5 recent verbatims)
  • Accuracy of the latest model (precision vs. recall)
  • Most interesting unlabelled verbatim
  • A taxonomy health indicator (which shows how many labels require more training examples)


The ‘Recent verbatim’ card also has some additional options available in the dashboard. 


By clicking the icon in the top right-hand corner of this card, users are then able to:


  • Hide the predicted labels for the recent verbatim
  • Hide the user properties (i.e. metadata) of the recent verbatim
  • Toggle between showing a single verbatim or multiple verbatims (this will increase the number shown from 1 to 5)
  • Edit the filter(s) applied to the card 
  • Remove chart from the dashboard (this is a standard option for all charts)



Recent verbatim dashboard card options


For any chart that you’ve added to a dashboard from the Reports page, you can click the  icon in the corner of the chart to be taken to a view of that chart (with its applied filters) in the Reports page.


From there you can download an image of the chart or the underlying data, or you can click through to the underlying verbatims in Explore.

Filtering the dashboard


After a dashboard has been created, users have the option to edit or add further filters to their dashboard, depending on what they would like to achieve. Users can apply a global filter to their dashboard, augmenting all existing dashboards cards with a new filter. They can also edit individual card filters if they would like to update the existing filter without having to create a new card from scratch in Reports. 

To add a global filter, navigate to the icon in the top right side of the Dashboards page. You will find it next to the delete icon.

To edit the existing filter on a card, you will find a similar filtering symbol in the top right side of each card. 

Re-arranging your dashboard  

The charts and visuals you add to a dashboard can be rearranged by clicking the top of the chart and dragging and dropping them wherever you want on the page.


The Dashboard page layout is defined by a column system – between 1 and 6 columns wide depending on the size of your screen. A smaller laptop screen may only fit 3 columns, whilst a much larger screen or TV could fit 6.


This means that, depending on how you resize them, the width of any of your charts will snap to be any number between 1 and 6 columns wide. If your screen only accommodates 3 columns, you could have a chart that is 1 column wide side by side with a chart that is 2 columns wide, or 3 that are 1 column wide, and so on.


Vertically, the charts can be whatever height you want. 


Please Note: 


  • When you set up the arrangement of your dashboard, this will be for the specific screen width you are using at the time (e.g. 3 columns)
  • If you regularly switch between 2 differently sized screens, you should set an arrangement for each of those screen sizes
  • The platform will then automatically revert between the two depending on which screen you’re using at the time
  • The first time you switch to a new screen size, the dashboard will arrange all of the charts in a vertical list as default

Removing a chart from your dashboard 


  • Click the  icon in the top right-hand corner of the chart
  • Then click 'Remove Card'
  • You can always re-add the chart later from the Reports page if you change your mind

Resizing a chart on your dashboard 

To actually change the size of your charts is really simple. Just click on the small arrow icon in the bottom right hand corner of any chart and drag it to the column width or any height that you want.


The area surrounding the chart will be highlighted blue until the chart is the size that you want, and you release the mouse. 

The blue area indicates the width that the chart will snap to, based on the number of available columns on your screen. Remember, your dashboard will be between one and six columns wide, depending on the width of your screen. 



Changing a chart's size on a customized dashboard

Previous: Overview      |     Next: Using Label Summary

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