Manage Dashboard Cards

Dashboard Cards let you customize your team's home page with important metrics, quick links, and data summaries. Cards are organized in a hierarchical structure: Card Groups → Cards → Stat Items.

What are Dashboard Cards?

Dashboard Cards appear on your team's main dashboard and can display:

• Statistics and metrics
• Data View previews
• Recently changed records
• Quick access to Data Collections

Understanding the Hierarchy

Dashboard Cards use a three-level structure:

1. Card Groups — Top-level containers that organize related cards into sections on the dashboard
2. Cards — Individual display units within a group (e.g., a Data View preview, a collection link, or a stat card)
3. Stat Items — Individual metrics displayed within a Stat Items card (e.g., record counts, sums, averages)

Accessing Dashboard Cards

1. Navigate to Team Administration → Dashboard Cards
2. You'll see the hierarchical structure manager listing all Card Groups, their Cards, and Stat Items
3. Click on any item to open its configuration drawer

Managing Card Groups

Card Groups are the top-level containers on the dashboard:

1. Click Create Card Group
2. Configure:
   • Title — Group heading displayed on the dashboard
   • Display Order — Position relative to other groups
3. Cards within the group are managed below

Card Types

Stat Items Card

Displays multiple statistics in a grid. Each stat item shows a single metric with an icon and value. See "Creating Stat Items" below.

Data View Card

Shows a preview of a Data View:

• Quick access to important data without navigating away from the dashboard
• Displays a filtered view of records from the selected view

Recently Changed Card

Lists recently modified records across Data Collections, giving users a quick view of recent activity.

Data Collections Card

Quick links to your Data Collections for fast navigation.

Creating a Card

1. Navigate to the Card Group where you want to add a card
2. Click Create Card
3. A configuration drawer opens where you can set:
   • Title — Card header text
   • Subtitle — Optional secondary text
   • Type — Select the card type (Stat Items, Data View, Recently Changed, Data Collections)
   • Icon & Colors — Visual styling
   • Display Order — Position within the group

Creating Stat Items

For Stat Items cards, add individual stat items to display metrics:

1. Click on a Stat Items card in the hierarchy
2. Click Create Stat Item
3. A configuration drawer opens where you can set:
   • Title — Stat label
   • Query Type — What to count or calculate (see below)
   • Data Source — Collection, field, or tag to query
   • Icon & Colors — Visual styling

Query Types

Impact on Users

• Dashboard Cards appear for all users on the team home page
• Stats respect user Data Permissions — users see counts only for data they can access
• Cards provide at-a-glance insights without running reports
• Changes to Dashboard Cards take effect immediately for all team members

Related Topics

• Account Details & Settings — Organization-wide settings
• Data Collections Overview — The data behind your dashboard stats
• Creating Data Views — Views that can be embedded as dashboard cards
• Feature Permissions — Control who can configure dashboard cards