Creating Your First Dashboard - Interactive Elements Overview

JRNI Updated by JRNI

đź“ŠInteractive Elements Overview

Interactive elements make your dashboard dynamic and allow users to filter and control what they see. All interactive elements use simple drag-and-drop to add them to your dashboard, and double-click to configure their settings. Here are the main categories:

  • Controls (User Input Elements)
    • What they are: Elements users can click, select, or type into
    • What they do: Let users change what data appears on the dashboard
  • Date Picker
    • What it is: Calendar selector for choosing dates
    • What it does: Filters data to show only specific time periods (single date or date range)
  • Dropdown
    • What it is: Menu that opens to show a list of options
    • What it does: Lets users select one option from a list (like choosing a product category)
  • Multiselect
    • What it is: Dropdown that allows multiple selections
    • What it does: Lets users pick several options at once (like selecting multiple regions)
  • Toggle
    • What it is: Button-style selector with preset options
    • What it does: Quick way to switch between a few choices (like "Monthly" vs "Yearly")
  • Date Group Toggle
    • What it is: Special toggle for time periods
    • What it does: Changes how charts group data by time (daily, weekly, monthly, yearly)
  • Export (Download Elements)
    • What they are: Buttons that save or share dashboard content
    • What they do: Let users download data or share dashboard links
  • Display (Information Elements)
    • What they are: Components that show text or images
    • What they do: Provide context, instructions, or branding to your dashboard

Need help setting up or managing dashboard emails? Contact support or your CSM— we’re here to help.

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Creating Your First Dashboard - Simple Steps

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