Datarails offers flexible dashboard customization options to help you personalize your dashboard to better reflect your organization’s branding and preferences. You can modify the dashboard layout, apply color palettes aligned with your company’s design, and configure multiple views based on your role or focus.

This guide will walk you through the key customization options available for your Datarails dashboard. Learn more about Dashboards.

Dashboard Layout

The dashboard is built from a variety of widgets, such as charts, tables, and KPIs, that can be arranged and resized. This flexible layout system allows you to tailor the dashboard according to your needs.

Editing the Layout Editor

To begin customizing your dashboard layout:

1. Click on the pencil icon located on the top right corner of your dashboard.

2. Select Edit Dashboard Layout from the dropdown menu.

This opens the layout editor where you can drag and drop widgets, resize elements, and organize the dashboard according to your workflow needs.

In the layout editor:

• Drag widgets to rearrange them.

• Resize widgets by dragging their edges.

Once your desired layout is complete, click Save to apply changes.

Dashboard Color Palette

Set a Dashboard color palette 

Each dashboard can have its own color palette, allowing for a personalized look and feel. You can either select from existing palettes or create a new one. To set a new dashboard color palette:

1. Click on the pencil icon on your dashboard.

2. Select Set Dashboard colors.

3. A list of existing color palettes, previously added, will be displayed.

4. You can either choose an existing palette or click Add Color Palette to create a new one.

5. To create a new color palette:

   • Enter a unique name for the palette.

   • Select the desired colors, including variance color settings.

   • Click Save.

6. Once saved, the selected palette will apply only to newly created widgets from that point onward.
   To update the colors of existing widgets, you’ll need to manually edit each one via the Widget Editor.

The organization palette can also be configured from the Admin section and later applied in Dashboards.

Dashboard View

Dashboard Views allow you to create and switch between different saved versions of your dashboard layout and filters. This is especially useful when tailoring dashboards for various use cases—such as monthly reviews, department-specific metrics, or personal vs. shared perspectives.

Each view captures your widget arrangement, selected filters, and applied color palette, enabling quick access to the exact setup you need, without having to reconfigure the dashboard each time.

Save Dashboard View

To save your current dashboard setup as a view:

1. Make any changes to your layout, filters, or color palette.
2. Click the arrow icon next to the current view name in the top bar.
3. Click Save View.
4. Choose whether to save a new view or override the current one. 
5. If you chose to save a new view, give it a unique name.
6. Select whether to make the view public (visible to your team) or private.
7. Optionally, check the box to set it as your default view.
8. Click Save.

This view will now appear in your Dashboard Views dropdown for quick access.

Delete Dashboard View

To delete a saved dashboard view:

1. Open the Dashboard Views dropdown.

2. Locate the view you want to delete.

3. Click the trash icon next to the view name.

Default Dashboard cannot be deleted. In order to delete it, first remove the default by clicking the star icon. 

Set Default Dashboard View

You can define which view should load by default when opening the dashboard:

1. In the Dashboard Views dropdown.

2. Find the view you want to set as default.

3. Click the star icon to set as default.

4. To remove the default, either choose another view, or click the star icon of the default one to remove it. 

This view will automatically load each time you access the dashboard, making it ideal for recurring reports or executive summaries.

Updated May 21, 2025 12:23