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Configure the Quick View dashboard

Show a saved reporting dashboard on your organization home page.

Core

Overview

Quick View gives you a convenient view of a reporting dashboard without opening the full reporting workspace. It uses the dashboard you select and the data you can access.

Choose Quick View

  1. Open its configuration

    Find Quick View on the organization dashboard and open the dashboard selector.

  2. Search and select

    Search your reporting dashboards and choose the one you want to show. Confirm the selection.

  3. Check the cards

    Review the displayed data. If you no longer want Quick View, use the option to turn it off.

If a metric is empty

Open the source dashboard and check pages, dates, widget support, and data availability. Selecting a dashboard does not create missing metrics or grant additional reporting access.

Availability and access

Core

This feature does not require an add-on, although permissions or organization settings may still apply.

Related guides

Understand the account dashboard

Use your account dashboard to open organizations and respond to invitations.

Core

Understand the organization dashboard

See upcoming content, team information, goals, and reporting shortcuts.

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Create a social goal

Track progress toward a social metric across the pages you choose.

Core

Edit or delete a social goal

Update a goal’s target or remove a goal you no longer track.

Core