Organize your dashboards

Keep your Atlassian Analytics workspace organized by using dashboard categories, or favorite the dashboards that matter most to you so they’re easier to access.

You’ll see all the dashboard categories in the home page; they’re listed under the Categories section in the sidebar. Select a specific category from this list filters your dashboard list to only show dashboards in that category.

Note that the listed categories will change depending on the selected dashboard filter in the home page. For example, “All items” will show all categories relating to all the dashboards you have access to whereas “Created by me” will only show the categories with dashboards which you’ve created.

Dashboard categories

When you create a new dashboard, you have the option to organize it into a dashboard category. We recommend making use of categories to organize your dashboards into a nice folder structure.

When creating a new dashboard, Atlassian Analytics places the dashboard into your personal sandbox by default. The personal sandbox category follows this format: Sandbox > Your username (for example, Sandbox > Charlie Atlas).

Use your personal sandbox to store in-progress dashboards or ones for personal use. If you’re ready to share the dashboard for others to view and use, we recommend moving them to a category with other dashboards on the same topic or for the same team.

Add a category

To create a new dashboard category for a new dashboard:

1. Select Dashboards from the global navigation.

2. Select New dashboard to create a new dashboard.

3. In the Category field, type the name of the new category you want to create.

4. Select Create.

To create a new dashboard category for an existing dashboard:

1. Select Dashboards from the global navigation.

2. Select the dashboard that you want to move to the new category.

3. Select Settings from the dashboard sidebar.

4. In the Category field, type the name of the new category you want to create.

5. Select Save.

Update a category

After you create a dashboard, you can change its category in its dashboard settings. To update a dashboard’s category:

1. Select Dashboards from the global navigation.

2. Select the dashboard whose category you want to change.

3. Select Settings from the dashboard sidebar.

4. In the Category field, type the category you want to move the dashboard to. As you start typing, a list of existing categories and nested categories that match your text will appear. If the category you want doesn’t exist yet, just type out the new category name.

5. Select Save.

When you go back to the home page, you’ll see your new category appear under the “Categories” in the sidebar.

If you have more than one dashboard in a category, you’ll need to update the category for each dashboard with the new category name. If you don’t update all of them, the old category will still exist.

Nested dashboard categories

To further customize your dashboard categories, you can create nested categories; they are essentially subsections of the parent category.

To create a nested category, use the following format in the Category field in the dashboard’s settings: Parent category > Child category.

You can use as many nested category levels as needed by adding another > Child category.

Delete a category

To delete a category, you’ll need to move or delete all dashboards from the category. When a category no longer has any dashboards associated with it, Atlassian Analytics will automatically delete it from the categories list.

Favorite a dashboard

Mark the dashboards that matter most to you by adding them to your favorites. There are two ways to favorite a dashboard:

• From the home page

• From the dashboard’s settings

To favorite a dashboard from the home page:

1. Select Dashboards from the global navigation.

2. Select the Star () next to the dashboard’s title.

To favorite a dashboard from the dashboard’s settings:

1. Select Dashboards from the global navigation.

2. Select Settings from the sidebar.

3. Select the Star () next to the dashboard’s title.

To view your favorited dashboards:

1. Select Dashboards from the global navigation.

2. Select Starred from the left sidebar.