# Dashboards

Dashboards help you view multiple reports in one place.

Use them to monitor key metrics, review trends, and focus on the data that matters most.

{% hint style="info" %}
You need permission to create or edit dashboards.

Each report only shows data you have permission to view.
{% endhint %}

### Create a dashboard

{% stepper %}
{% step %}

### Open Dashboards

Go to **Reports** within the left hand menu.
{% endstep %}

{% step %}

### Create the dashboard

Select **Add Dashboard**.
{% endstep %}

{% step %}

### Open settings

Select **Show Settings** in the top-right corner.
{% endstep %}

{% step %}

### Enter the details

Add a dashboard name and description.

Add any dashboard filters you want to apply.
{% endstep %}
{% endstepper %}

Dashboards open in **view mode** by default.

Use **Show Settings** to edit the dashboard.

Use **Hide Settings** to return to view mode.

### Use dashboard filters

Dashboard filters apply to every report on the dashboard.

Filters use the selected hierarchy and nodes to limit the records shown.

If you select a hierarchy but no nodes, the dashboard only shows records linked to that hierarchy.

To remove a filter, select the **delete** icon in the settings panel.

### Delete a dashboard

{% stepper %}
{% step %}

### Open Dashboards

Go to **Reports** within the left hand menu.
{% endstep %}

{% step %}

### Find the dashboard

Select the checkbox against the dashboard you want to remove.
{% endstep %}

{% step %}

### Delete the dashboard

Select **Delete** from the three dots in the top right of the list.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Deleting a dashboard is permanent.

You must have delete permissions to do this.
{% endhint %}


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