Summary

This article explains how to access and use the Dashboard Library in Damstra Insights. It covers how to search, filter, sort, and manage dashboards, including creating new dashboards and scheduling reports.

Details

What it is
The Dashboard Library is the central workspace where users can view, manage, and interact with dashboards they have access to. It supports dashboard creation, filtering, searching, and scheduling.

Why it matters
Efficient dashboard management helps users quickly access relevant data, collaborate with others, and maintain organized reporting across the environment.

Key points

• Accessing the Dashboard Library
  You can access the Dashboard Library by:
  • Selecting Library from the UI or top-level navigation menu
  • Clicking Dashboards on the Home page
    Dashboards appear in a list format.

Search and filter dashboards

• Use the search bar to find dashboards by:
  • Author
  • Name
  • Type
  • Description
• Use special characters for advanced searches:
  • & or : for AND conditions
  • | for OR conditions
  • Example: name:safety & author:chris
• Use built-in filters or content tags to narrow results.

Dashboard library buttons

Button	Description
	Clears filters and displays all dashboards
	Shows only favorite dashboards
	Displays dashboards you created
	Displays dashboards shared with you
	Allows users with Creator privileges to create a new dashboard

Dashboard list columns

Sorting dashboards

• Click a column title to sort by that column.
• Click again to reverse the sort order.
• Default sorting is alphabetical by dashboard name.

FAQs

Can I search by multiple criteria?
Yes, use advanced search syntax like name:safety & author:chris.

Can I create a dashboard?
Yes, if you have Creator privileges, use the Create Dashboard button.

Can I schedule dashboard reports?
Yes, click the clock icon in the Schedule column to set up scheduled reports.

Related articles

• [Creating dashboards in Damstra Insights]
• [Scheduling reports]
• [Managing dashboard permissions]