Docs
GuidesOrganisation — Groups and Dashboards
Dashboards are always nested inside a Dashboard Group.Creating a Dashboard Group
From the main Dashboards page, click New Group to open the Create Dashboard modal.
Once created, the group opens directly.
Building a Dashboard With AI
An empty dashboard doesn’t start as a blank grid — it starts as a conversation.Describe what you want
The empty state greets you with “Hey{name}, let’s build your entire dashboard with your agent” and a prompt box: “Describe the dashboard you want…”. Type it, or dictate it with the microphone. Pick which agent should build it.
Review the plan
The agent streams its thinking live as it works out what to build. If something is ambiguous it will stop and ask you — answer inline and it continues. You end up with a plan card listing the widgets it intends to create:
Refine as many times as you like. Nothing is created until you click Generate Dashboard.
The plan’s title and summary overwrite the dashboard’s name and description when you generate. Rename afterwards if you’d rather keep your own.
Or build it yourself
Below the chat, a Build Custom Widgets row lets you skip the AI entirely: Insert Image, Insert KPI, Insert Table, Insert Chart, Insert Text, Insert Embed Dashboard.Edit Mode vs View Mode
View mode
The default for readers. Viewers can:- Interact with charts (hover tooltips, right-click to drill through)
- Apply dashboard filters
- Scroll and read all widget content
- Export widgets
- Open Ask AI
Edit mode
Click Edit Dashboard (Editor role or above). Editors can:- Add, move, resize, and delete widgets
- Configure widget data and visualisation
- Change dashboard settings
- Undo and redo layout changes
The toolbar
View mode has three controls: Edit Dashboard, the … options menu, and Ask AI. Edit mode replaces them with:Saving is explicit
Edits are not saved as you go. Nothing is persisted until you click Save. Navigating away with unsaved work raises an Unsaved Changes dialog — “You have unsaved dashboard changes. Would you like to save them before leaving?” — with Discard and Leave and Save and Leave.Undo and redo
History is kept for the current browser session, up to 30 steps, and survives a page refresh mid-edit.
The keyboard shortcuts require the Command key. On Windows and Linux, Ctrl+Z does nothing here — use the Undo and Redo buttons in the toolbar.
Adding Widgets
In edit mode a floating toolbar sits at the bottom-centre of the canvas. Drag it anywhere; double-click to snap it back.Data widgets are a two-step flow
Picture, Embed, Filter, and Text insert immediately. KPI, Table, and Chart insert a placeholder that asks how you want to fill it:
This means you never have to leave the dashboard to build a widget, and anything you built in Ask Analysts or Query Builder is one click from the canvas.
Widget Types
Chart
An interactive chart powered by ECharts. Configure the data source, axes, chart type, colours, legend, and labels from the visualisation panel — see Chart Widget. In view mode: hover for tooltips, right-click to drill. Export: PNG, via an icon in the widget header.KPI
A single computed metric. Four types — number, percentage, trend, and comparison — determined by the query and analysis behind it. Formatting is configured in the Edit KPI panel; see KPI Widget.Table
Query results in a paginated, scrollable grid, with column grouping, aggregate footers, conditional formatting, pivots, and click-to-filter. See Table Widget. Export: CSV, with a choice of all data, the current page, or a row range.Filter
An interactive control that filters every compatible widget at once, without entering edit mode. Filter widgets appear in a sticky bar at the top of the dashboard, not in the grid.Text, Image, and Embed
Text is a full rich-text editor — bold, italic, underline, strikethrough, headings, alignment, colours, links, and emoji. Image uploads a file that scales to its grid cell. Embed puts any external URL in an iframe.Filters
Filters operate at two levels.Widget-level filters
Configured inside an individual widget’s data settings. Fixed — viewers cannot change them. Use these to permanently scope a widget, e.g. “always show only the last 30 days”.Dashboard filters
Added to the canvas as a Filter widget. Viewers change these in view mode and every compatible widget updates.Filter types
Date presets
Date filters offer 13 presets, grouped:
Plus Relative date range…, which opens a builder: a direction (Previous or Next), a quantity, and a unit (Days, Weeks, Months, Years). Use it for windows the presets don’t cover — “previous 45 days”, “next 2 quarters”.
Cascading filters
Category filters, and String filters using the Category Style (In) operator, offer Cascade Suggestions based on other filters. With it on, the filter’s suggestions narrow to values that actually exist under the filters already applied — pick a country, and the city list shrinks to that country’s cities.Cascading depends on the connector pushing the search into the database. On connectors that can’t, the suggestion list stays unfiltered. See Data Sources.
Widget Operations
From the widget header menu (the three-dot icon revealed on hover):In edit mode
Resizing and moving
- Move — drag the widget by the handle on its left edge. Dragging the header does not move it.
- Resize — drag the bottom-right corner.
Drilling Into Data
Right-click any chart data point or table cell to open the widget menu:
Drill Through opens a Drill by submenu offering Category or Time, then the specific columns available from each table in the query.
The drill view has a breadcrumb of steps so you can see the path you took and step back up it, plus date range controls for time-series drilling. Dashboard filters are carried into the drilled view, so you’re always drilling the slice you were looking at.
Records is available on KPI widgets; Drill Through is not. A KPI is already a single aggregate, so there’s no dimension left to break out — but you can still see the rows behind the number.Left-clicking a table cell does something different: it filters the dashboard by that value.
Click-to-filter
On tables with Click Behaviour enabled, left-clicking a cell pushes its value into any matching dashboard filter and highlights the row. Columns need to be mapped to their underlying source for this to work — see Table Widget.Dashboard Settings
In edit mode, click Settings to open the Dashboard Settings panel. Everything here applies to the whole dashboard.Environments
An environment remaps which resource and database a dashboard’s widgets query, without touching the widgets themselves. The usual case is one dashboard serving staging and production, or the same dashboard pointed at different customers’ databases. Manage them from Settings → Environment, where you can create environments and map each widget’s tables to the target source. Switching environments needs no rebuild — the widgets are unchanged; only where they read from moves. Embedded dashboards can be pinned to an environment per link — see Embed URL parameters.The Share Menu
Click the … options button in the view-mode toolbar.Take a Snapshot
A one-click PDF export. Supaboard shows “Preparing snapshot…”, then “Snapshot ready” with a Download action. Whatever filters you currently have applied are captured in the snapshot. Use this when you want the dashboard exactly as it is. Use Reports when you want an AI-written narrative around the data.Reports
Opens the New Report modal:
Past reports are listed in the panel — click any entry to download it again.
Email Reports
Schedule a recurring report to a list of recipients.This builds a real automation behind the scenes. You can open it in the Automations editor afterwards to add steps, change the trigger, or branch on a condition.
Access Control
Access is set at the group level and applies to every dashboard in it. In edit mode, open Settings → Access Control → Manage Access.
The list shows all workspace members. Toggle each on or off; the workspace Owner and your own entry cannot be removed.
Group access is separate from workspace role. A workspace Viewer can be granted Editor access on a specific group.
Ask AI
Click Ask AI in the toolbar to open a chat panel beside the dashboard. Ask questions about what you’re looking at — “why did revenue drop in March?” — and the agent answers using the dashboard’s widget data. If a question can’t be answered from the existing widgets — “break this down by company” — the agent falls back to running a live query against your connected database rather than giving up. It still prefers your existing widgets whenever they cover the question. The agent used is set in Settings → Default Agent.Dashboard Tabs (Multi-page)
Multiple dashboards in a group appear as tabs at the bottom of the screen.
Rename and delete work in view mode as well as edit mode. The last remaining dashboard in a group cannot be deleted.
Duplicating a Dashboard Group
From the group card on the main Dashboards page, open the action menu and select Duplicate. The modal lets you remap data sources — point the copy at a different connection from the original. Useful for environment-specific or client-specific copies. The duplicate is named with ” Copy” appended and contains every dashboard, widget, and layout setting from the original.For switching data sources on an existing dashboard rather than a copy, use Environments instead — no duplication needed.
Deleting
A single dashboard (tab)
Right-click its tab and select Delete, or use the tab’s … menu. Not available if it is the last dashboard in the group.A dashboard group
From the group card on the main Dashboards page, open the action menu and select Delete. This removes the group and every dashboard and widget in it. This cannot be undone.Permissions
Access to dashboards is controlled by the Dashboard feature flag on each user’s workspace membership — see Workspace — Feature Access.Opening an empty dashboard puts you straight into edit mode if you have permission to create widgets, so the AI build flow is available without clicking Edit first.