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

# Dashboards

> Create customizable dashboards in Vantage to visualize and compare cloud cost data across multiple reports.

Dashboards contain widgets, like reports. You can apply date range and period filters (e.g., display daily costs) to all reports on the dashboard. A consistent date range across all reports on the dashboard can help with cost comparison between different reports. Once a dashboard is created, you can customize the widgets on your dashboard according to your preferences.

<Tip>
  To get started with dashboards, you can also watch these video demos on [Vantage University](/vantage_university_cost_reporting) <Icon icon="graduation-cap" iconType="solid" />.
</Tip>

You can add the following widget types to dashboards:

<Columns cols={2}>
  <Card title="Cost Reports" icon="chart-line" href="/cost_reports" horizontal />

  <Card title="Usage Reports" icon="chart-bar" href="/usage_based_reporting" horizontal />

  <Card title="Resource Reports" icon="server" href="/active_resources" horizontal />

  <Card title="Kubernetes Efficiency Reports" icon="chart-line" href="/kubernetes" horizontal />

  <Card title="Financial Commitment Reports" icon="dollar-sign" href="/financial_commitment_reports" horizontal />

  <Card title="Saved Recommendation Views" icon="sparkles" href="/cost_recommendations#saved-views" horizontal />

  <Card title="Canvas" icon="table" href="/canvas" horizontal />

  <Card title="Free Text" icon="file-lines" href="/dashboards#add-a-free-text-widget" horizontal />
</Columns>

## Create a Dashboard

<Steps>
  <Step>
    From the top navigation, click **Reporting**.
  </Step>

  <Step>
    On the left menu, select **Dashboards**. All existing dashboards are displayed within this view.
  </Step>

  <Step>
    Click **New Dashboard**. At the top of the page, you can rename your dashboard. Select the pencil icon and enter a new name.
  </Step>

  <Step>
    Add widgets to the dashboard using the empty-state picker or the **Add Widget** menu. See [Add Widgets](/dashboards#add-widgets) below.
  </Step>
</Steps>

<Frame>
  ![A dashboard in the console displayed with four different reports](https://assets.vantage.sh/docs/dashboards-3.png)
</Frame>

## Add Widgets

You can add widgets to a dashboard from the empty-state picker (shown when a dashboard has no widgets) or from the **Add Widget** menu at the top of any dashboard.

<Steps>
  <Step>
    On the dashboard, click **Add Widget** (or, on an empty dashboard, use the widget picker in the center of the screen).
  </Step>

  <Step>
    Select the widget type you want to add:

    * **Report:** Display cost or usage data from any existing report as a chart or table.
    * **Free Text:** Add notes, context, or section headers. See [Add a Free Text Widget](/dashboards#add-a-free-text-widget).
  </Step>

  <Step>
    For report widgets, select the report to display. New widgets are added at the bottom of the dashboard.

    <Info>
      At this time, you cannot add widgets from the Overview page, such as **Provider Summary**.
    </Info>
  </Step>
</Steps>

For each report widget, click the widget title to open the underlying report.

<Note>
  Dashboards have a limit of 50 widgets. Free Text widgets count toward this limit.
</Note>

## Add a Free Text Widget

Free Text widgets let you add titles, descriptions, and section context to a dashboard so it tells a story rather than just displaying a list of reports.

<Steps>
  <Step>
    On the dashboard, click **Add Widget** > **Free Text** (or select **Free Text** from the empty-state picker).
  </Step>

  <Step>
    A panel opens on the right side of the screen with a rich text editor. Use the formatting toolbar to style your content. Supported formatting includes:

    * Bold, italic, underline, and strikethrough
    * Heading 1 and Heading 2
    * Bullet and numbered lists
    * Blockquotes and inline code
    * Links

    <Note>
      The Free Text editor is a rich text editor, not Markdown. Use the toolbar controls to format your text.
    </Note>
  </Step>

  <Step>
    Click **Add Widget** to place the Free Text widget on the dashboard. You can resize and reposition it like any other widget using [Customize Layout](/dashboards#customize-layout).

    <Frame>
      <video autoPlay muted loop playsInline preload="auto" width="100%" height="auto" src="https://assets.vantage.sh/docs/free-text.mp4" />
    </Frame>
  </Step>
</Steps>

<Note>
  Free Text widgets are not included in [PDF exports](/dashboards#export-dashboards).
</Note>

## Customize a Dashboard

After a dashboard has widgets, you can customize the data it shows and how it's laid out.

### Filter by Date Range and Period

You can apply a consistent date range and period across all reports on the dashboard.

* To change the date range of all displayed reports, click the date picker on the right of the screen and select a date range. If you have edit access to the dashboard, your changes are saved automatically.
* To change the date grouping, click the date bin menu (**Choose Period**) on the top right. Select **Cumulative**, **Daily**, **Weekly**, or **Monthly**. If you have edit access to the dashboard, your changes are saved automatically.
* To clear your date and filter changes and return to the dashboard's saved settings, click **Clear Filters**.

### Edit Widget Settings

You can edit a widget's settings directly from the dashboard, without navigating away to the underlying report. From any widget, click the edit icon to open the widget settings slideout on the right side of the screen. The following settings are available:

* **Widget Title:** Edit the title shown on the widget in the **Widget Title** field. This does not change the name of the associated report.
* **Visualization Type:** Display the widget as a **Chart** or a **Table**. The widget updates automatically.
* **Table View:** For Cost Report widgets displayed as a table, choose **Cumulative**, **Daily**, or **By period**. **By period** displays each time period (bin) as its own column, making period-over-period comparisons easier to read. When the table is wider than its widget, the **Accrued Costs** column remains visible as you scroll horizontally.
* **Chart Legend:** For widgets displayed as a chart, choose to **Show** or **Hide** the legend.

The visualization types available depend on the widget type:

| Widget Type | Chart View | Table View |
| - | - | - |
| Cost Reports | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> |
| Usage Reports | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> |
| Resource Reports | | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> |
| Kubernetes Efficiency Reports | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> |
| Financial Commitment Reports | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> |
| Saved Recommendation Views | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> | <Icon icon="circle-check" iconType="solid" color="#6742D6" /> |

<Info>
  Resource Reports and summary-style widgets are displayed as tables only. **Canvas** and **Free Text** widgets do not have visualization settings.
</Info>

### Customize Layout

You can resize and reorder widgets to control how your dashboard is laid out. Both actions happen in **Customize Layout** mode.

<Steps>
  <Step>
    From the top right of a dashboard, click **Customize Layout**.
  </Step>

  <Step>
    **Resize a widget** by dragging the resize handles on its edges and corners. Widgets snap to a 12-column grid, so a widget can span anywhere from a portion of a row up to the full dashboard width. Give your most important widgets more space to draw the viewer's eye. Larger widgets show more of their data (for example, more series in a chart or more historical columns in a table), while smaller widgets reflow their content to fit.
  </Step>

  <Step>
    **Reorder a widget** by dragging it to a new position on the grid. Other widgets shift to make room.
  </Step>

  <Step>
    When you are finished, click **Done customizing layout** to save your changes.

    <Frame>
      <video autoPlay muted loop playsInline preload="auto" width="100%" height="auto" src="https://assets.vantage.sh/docs/resize-dashboard.mp4" />
    </Frame>
  </Step>
</Steps>

<Info>
  Existing dashboards keep their current widget layout. Resize handles and reordering are available in **Customize Layout** mode without changing your saved layout until you make an edit.
</Info>

### Duplicate or Delete a Widget

You can duplicate or delete a widget from the widget settings slideout. Duplicating creates a copy with the same report and display settings, inserted directly after the original.

<Steps>
  <Step>
    From any widget on a dashboard, click the edit icon to open the widget settings slideout.
  </Step>

  <Step>
    In the slideout header, click the ellipses (**...**) menu, then select:

    * **Duplicate:** Add a copy of the widget immediately after the original. You can then edit its [name or display settings](/dashboards#edit-widget-settings) independently.
    * **Delete:** Remove the widget from the dashboard.
  </Step>
</Steps>

<Tip>
  Duplicating a widget is useful when you want to show the same report with different display settings (e.g., one as a chart and one as a table) on the same dashboard.
</Tip>

## Add a Saved Filter to a Dashboard

You can use [saved filters](/saved_filters) to apply consistent filter logic to multiple Cost Reports on a dashboard. If you have a dashboard of high-level Cost Reports (e.g., filtered only to connected providers or services), and you want to further filter a dashboard to a team or specific category, you can use saved filters on dashboards to quickly apply this logic.

<Steps>
  <Step>
    From the top right of any dashboard, click the **Apply a Saved Filter** dropdown menu.
  </Step>

  <Step>
    Select one or more saved filters. The filter logic is applied across all Cost Reports on the dashboard.

    <Info>
      When you add a saved filter to a dashboard, if a preexisting filter on a Cost Report and the saved filter use the same provider (e.g., both use AWS), "AND" logic is used between each filter set (i.e., show costs where the preexisting filter AND saved filter are true). If the preexisting filter and saved filter use different providers, "OR" logic is used between each filter set.
    </Info>
  </Step>
</Steps>

## Set a Default Dashboard

You can set a default dashboard that's displayed when a user logs in to Vantage and visits `console.vantage.sh`, instead of the [Overview](/overview) screen. This default dashboard can be set for a team or by an individual user. When the user logs in to Vantage, they will be redirected to that dashboard, and will be in the [workspace](/workspaces) that is associated with that dashboard.

<Info>
  * If a user is a member of a team with a configured default dashboard and also has a personal dashboard configured, the personal dashboard is displayed.
  * If a user is a member of two different teams with configured default dashboards, the user will see the default dashboard of the first team they were added to.
</Info>

<Tabs>
  <Tab title="Set Default Dashboard for Team">
    A user with [Organization Owner](/rbac) permissions can set a default dashboard for a team.

    <Steps>
      <Step>
        From the top navigation, click **Settings**.
      </Step>

      <Step>
        From the left navigation, under **General Settings**, click **Teams**.
      </Step>

      <Step>
        Under **Default Dashboard**, select the dashboard that should be displayed when a member of the team visits `console.vantage.sh`. If you want to remove the default dashboard and display the Overview page instead, select **None**.
      </Step>

      <Step>
        Click **Save**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Set Personal Default Dashboard">
    <Steps>
      <Step>
        From the top navigation, click **Settings**.
      </Step>

      <Step>
        From the left navigation, under **Personal Settings**, click **Profile**.
      </Step>

      <Step>
        Under **Default Home Page**, select **A specific dashboard**, then choose the dashboard that should be displayed when you visit `console.vantage.sh`. To use a different home page instead, select **Agent** or **Overview page**.
      </Step>

      <Step>
        Click **Save**.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Tip>
  A user can also select their personal default dashboard from any existing dashboard. At the top right of the dashboard, click the ellipses. Click **Set as Default Dashboard** and confirm.
</Tip>

## Save a Dashboard to Favorites

To save a dashboard to your favorites, navigate to the [Dashboards](https://console.vantage.sh/dashboards) page, then click the star icon to the right of the dashboard's name. Access your starred dashboard from the **Starred By Me** screen in the left navigation. Dashboards you create are also displayed on the **Created By Me** screen.

## Share a Dashboard

From the top of any dashboard, click the ellipses (**...**) icon, then click **Copy URL**. A link is added to your clipboard where you can share the dashboard with any Vantage user in your organization who has access to view the dashboard. Each widget on the dashboard also has a **Copy Link** option, with a unique link.

## Export Dashboards

You can create visual exports of any dashboard to share with stakeholders outside of Vantage. Dashboard exports are sent via email and include all widgets that can be added to dashboards.

<Info>
  * For table widgets, Vantage displays the first 12 rows to ensure readability and consistent layout across pages
  * For more granular exports of tables, use [CSV exporting for each report](/cost_reports#export-cost-reports)
  * Dashboards have a limit of 50 widgets, and the PDF will generate with the same number
  * [Free Text](/dashboards#add-a-free-text-widget) widgets are not included in PDF exports
  * Dashboard exports use the date range currently displayed on screen (from the date picker), even if you haven't saved it to the dashboard
</Info>

<Steps>
  <Step>
    From any dashboard, click the ellipses icon in the top right corner.
  </Step>

  <Step>
    From the dropdown, select **Export as PDF**.
  </Step>

  <Step>
    Select the emails for any users you want to send the dashboard to.
  </Step>

  <Step>
    Click **Export**. Vantage will generate a multi-page PDF with one widget per page. The export preserves chart filters, formatting, and the date range currently displayed on screen at the time of export.
  </Step>
</Steps>

## Dashboard Notifications

You can send automated email notifications of a dashboard to stakeholders on a daily, weekly, or monthly basis. Dashboard notifications include a snapshot of the dashboard at the time the email is sent. See the [Report Notifications](/report_notifications#set-up-dashboard-notifications) docs for more information about setting up dashboard notifications.

## Delete a Dashboard

To delete a dashboard, navigate to the [Dashboards](https://console.vantage.sh/dashboards) page, then click the ellipses to the right of the dashboard's name. Click **Delete**.


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