Information: Reporting and Dashboards is currently in a Closed Beta and not available to all users. For further information, please contact your Customer Success Manager.
Note: Creating a dashboard requires the Can View Reports, Can View Dashboards, and Can Manage Dashboards permissions.
Creating a Dashboard
To create a dashboard, you will need to open a created report within the Reporting suite and select the 'Pin' option on the report:
A report can then be pinned to any dashboard that you have edit access to, or you can create a new dashboard to add the report to. If a new dashboard is being created, this will require a name.
Once the details have been setup for the report/dashboard, click on 'Pin':
Note: pinning a report to a dashboard creates a copy of the report. Changes made to the original saved report do not impact the copy on the dashboard.
If you are pinning the report to an existing dashboard, you will be asked to select the tab to pin the report to.
Once the report has been pinned to a dashboard, the dashboard will be visible in the Dashboards homepage.
Editing a Dashboard
To edit a dashboard, click on Edit in the upper right-hand corner of the dashboard:
In Edit Mode you can:
Drag, resize, and reposition individual widgets - resizing and rearranging is now smoother and more intuitive, with an improved drag-and-drop interface that makes restructuring your layout quicker than ever. Under the 3-dot menu on each widget, you can also access size pre-sets.
Rename the dashboard and give it a description.
Add tabs to categorise reports.
Add a Note Widget to include titles, text, and images.
Style individual report tiles - choose chart colours, adjust text colour and size, or hide report descriptions to create a cleaner, more focused view.
Add filters or parameters at the dashboard level - these will override individual report filters. After adding a field, click on it to customise default values, choose applicable reports/tabs, and rename the filter. You can make a filter required so users must interact with it before seeing data.
Creating a View
A filter will need to be added to the dashboard to create a different view. Click on the filter(s) that you would like to create a view from and select the relevant options in the filter to create your view:
Views can be private or shared with other users so they can access this from the view's dropdown.
Dashboards can also be filtered on departments within Talos, by clicking on the 'Departments' filter at the top of the page and selecting the relevant departments you would like to filter the dashboard on.:
Grouping Reports
Groups let you organise report tiles into named sections on your dashboard, giving you greater control over how your data is presented. Each group can have its own name, description, and colour to help visually distinguish different areas of your dashboard.
To create a group, select the reports you want to include and use the Group option in Edit Mode. Once grouped:
You can move the entire section in a single action rather than repositioning reports individually.
Reports within a group automatically resize as you adjust the group’s size, making large-scale layout changes fast and effortless.
Presentation Mode
Presentation Mode turns your dashboard into a ready-to-use slideshow directly within Talos. You can navigate the slides with the arrows in the top right-hand corner of the page or using the arrow keys on your keyboard.
Dashboards remain interactive - you can right-click on data points or drill-down into the data during the presentation.
Sharing Dashboards
Dashboards can be shared in the same way as reports. Please see here our guide on sharing dashboards for further detail.