Dashboard Management

Creating a new dashboard

Navigate to the “Dashboards” in the Keen app. To create a new dashboard click the “New Dashboard” button (1). You will be redirected to a newly created dashboard in edit mode. In edit mode, you can add, position, and resize widgets.

Editing a dashboard

Navigate to the “Dashboards in the Keen app. To open a dashboard in edit mode, click “Edit” (2) in the dashboard actions menu.

Note: All actions performed in edit mode are automatically saved, so you do not need to worry about manually saving your dashboard. We recommend cloning a dashboard before making major edits.

Editing dashboard info

Naming a dashboard

Each newly created dashboard will display “Untitled dashboard” as the name by default. To set the name of your dashboard, click the “Settings” button in the top right-hand corner in dashboard edit mode. Give the Dashboard a name and select “Save Changes”. You can also access the dashboard settings from the list view (3).

Dashboard management Dashboard management view with the single dashboard item hovered and the Actions menu expanded

Tagging a dashboard

In addition to naming your dashboard (4) in the dashboard settings modal, you can also create and add tags (5) for categorization. Tags enable you to provide context around the data presented in a dashboard and quickly filter down to the dashboards that are most relevant. We recommend adding a tag for your personal dashboards. This is a great way to stay organized when collaborating with your team.

Dashboard settings Dashboard settings modal

Cloning a dashboard

To increase the speed of creating new dashboards, you can easily clone an existing one and then apply all necessary changes. To clone a dashboard, click “Clone” (6) in the dashboard actions menu.

Note: All cloned dashboards are automatically saved. If you clone a dashboard that is publicly accessible, the new dashboard will not be public by default.

Deleting a dashboard

To delete a dashboard, click “Delete” (7) in the dashboard actions menu. The dashboard actions menu can be opened from the dashboard list view and from the specific dashboard view.

Dashboard actions Dashboard item actions menu

Sharing a dashboard

After a dashboard is created, it can be shared with internal and external users. First, you will need to make the dashboard public by clicking the “Share” in the actions menu (8). Share settings can also be accessed from the specific dashboard page.

In the share settings modal, switch the toggle (9) to “ON” to make the dashboard public. Each public dashboard uses its own generated access key. To make the dashboard private again just switch the toggle back to “OFF”.

You can also regenerate a public link by clicking the “Regenerate Link” label (10). This action will remove the old access key connected with the dashboard and create a new one.

Share dashboard Dashboard share settings modal

Embed HTML

Dashboards can also be shared by embedding (11). We recommend using the code snippet on web pages that have to be accessed with login credentials.