Dashboards

Build the view you want from your own data, and keep as many of them as you need.

What a widget is

A widget is three choices:

  • A source — where the numbers come from. Every report has one, plus the thirteen summary cards ("Today's summary", "Alerts", "Account balances", and so on).
  • Its options — the month range, how many rows, how far to look back. Whatever that source accepts.
  • A shape — how it is drawn. Most sources can be a chart, a table, a ranked list, or a single big number.

That means the same data can appear twice, asked two different ways. Net worth over six months beside net worth over two years. Spending as a treemap in one place and as a table in another. Give them names and they stay tellable apart.

Building one

Press Edit, then Add widget. Pick a source, choose a shape, set the options, and name it if you want. The preview on the right draws with your real numbers as you go, using exactly the same code the dashboard uses, so what you see is what you get.

To change a widget later, open Configure from its menu. It is the same form, filled in.

Arranging

In edit mode each widget has a grip. Drag it to move, or drag the corner to resize.

Everything works from the keyboard too. Focus a grip and press Space to pick the widget up, then:

  • Arrow keys move it
  • Shift + arrow keys resize it
  • Space drops it
  • Escape cancels and puts it back

A whole gesture counts as one action, so a single Undo puts it back where it started.

Below 900px every widget goes full width. The order you set is the order you get on a phone.

Several dashboards

The strip at the top of the page lists them. The menu beside it creates, renames, duplicates and deletes.

Deleting is a soft delete — Undo brings it straight back — and the last remaining dashboard cannot be deleted, so you can never end up with none.

Getting it out

  • Export as PDF builds a real PDF of the dashboard as it stands, charts included. It is a file, not a print dialog.
  • Export layout saves the shape of a dashboard — which widgets, where, configured how — and no figures at all. It is safe to send to someone else; when they import it, it fills with their own numbers.

Import layout reads a file from either of those. Anything it does not recognise is dropped rather than shown as a blank card.