Dashboards

Widgets on top of tables — counts, charts, and lists you can share or export to PDF.

What a dashboard is

A dashboard is a board of widgets fed by workspace tables: numbers, charts, and record lists. It is available on plans that include dashboards (not a separate product).

Use

Create a dashboard, add widgets, and point each widget at a table or view. Export the board to PDF when you need a snapshot. Client-portal sharing of a limited view is a Business/Pro feature — the visitor sees what you published, not the whole workspace.

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