2.2 Creating and Building Dashboards

The Dashboards Landing Page

The Dashboards tab is your starting point for creating and accessing all dashboards within your project. When you arrive, you'll see every dashboard available to you, organized by the active filter.

Two top-level views are always present: All shows every dashboard in the project, and Favorites shows only the ones you've starred. Use the filter pills — Created By Me, Shared with Me, Updated this week, and Updated in 24h — to narrow the list further. You can switch between grid and list view using the toggle in the upper right.

Each dashboard card shows the dashboard name, creator, and last updated date. Clicking View opens it in read mode. The three-dot menu on each card gives you options to rename, duplicate, or delete the dashboard. To build something new, click + Add Dashboard in the upper right.

Creating a New Dashboard

Clicking + Add Dashboard opens the dashboard builder — a canvas environment where you name your dashboard and populate it with charts. The canvas starts empty, ready for you to configure.

Using the Metrics Panel

The Metrics panel on the left side of the builder is where all chart selection happens. Use the two dropdowns at the top — Chart type and Financial area — to filter the list. As soon as you make a selection, the chart cards below update to show only matching visuals. Each card displays the chart name and a brief description of what it measures.

To add a chart to your dashboard, drag its card from the Metrics panel directly onto the canvas. You can drag in as many charts as you need, in any order. Charts already on the canvas remain selectable in the panel — you can add the same chart more than once if your layout calls for it.

The Chart type dropdown contains the following options. Not all chart types may be available for every financial area — the panel filters dynamically based on your selections.

Arranging Charts on the Canvas

The dashboard canvas is a free-form layout environment. Once charts are added, you control exactly how they're positioned and sized. No fixed grid is imposed — you arrange charts to match your reporting needs.

Saving Your Dashboard

The dashboard toolbar sits at the top of the builder. Once you're satisfied with your layout, click Save on the right to commit all changes. Unsaved changes are not visible to other users — save regularly while building to avoid losing work if your session times out.

Make a Copy creates a new duplicate of the current dashboard, including its current layout and chart selections, as a separate item. This is useful for building a variant — for instance, a prior-year version of a dashboard you've already built for the current year — without touching the original.

Requesting a New Chart Type

At the bottom of the Metrics panel, the Request new chart type link opens a Create Request form. This routes your request directly to the EBM Software team for review and scoping. Fill in all required fields before submitting.

Submitted requests go to the assigned EBM team member for review. Approved chart types are added to the shared Metrics library and become available to all users in your project once built. If a request is time-sensitive, include that context in the description field and set the due date accordingly.

Dashboard Build Workflow

The process from blank canvas to published dashboard typically follows this sequence. Each step is independent — you can return to any stage to adjust your work before saving.

Charts in the Metrics panel are built from your project's data and are maintained by the EBM Software team. If a chart you've added shows a data discrepancy or an unexpected value, use the Support widget in the bottom right of Compass to report it — include the dashboard name and chart title in your message.