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Create and manage dashboards

by Intuit• Updated 2 days ago

Learn how to use dashboards in QuickBooks Online Advanced.

Dashboards show key business info like sales, profit, and cash flow. They use visuals such as charts and graphs, along with AI-generated summaries that highlight key insights. This helps you check your business at a glance without the need for several reports.

Note: This feature is currently in beta. That means it's still being tested and refined, so you might notice some things change as we improve it.

Create a dashboard

Create a dashboard from scratch to show and track your key business info.

Go to Reports and select Dashboards (Take me there).
Select Create dashboard.
Select the edit icon , then enter a name for the dashboard.
Hover over the visual, select Add data, then select the KPIs you want to add to the dashboard.
(Optional) Select Preview to review the dashboard.
Select Save or Save and close.
The new dashboard appears on the Dashboards page.

Add visuals to your new dashboard

Visuals are key parts of your dashboard. They show your key business info through charts, graphs, and summaries.

Note: The visuals update every 2 hours. Refresh your browser to review the latest updates.

Go to Reports and select Dashboards (Take me there).
From the Search by dashboard name ▼ dropdown, enter the dashboard name and select it.
Select the more icon on the dashboard you want to add visuals to, then select Edit.
Select a period from the Period ▼ dropdown.
Select a month, week, or day from the Display by ▼ dropdown.
Select Data to add KPIs to your dashboard.
In the Add data to charts pane, select a KPI to add it to the dashboard. To create a new KPI, select Create KPI.
Select the edit icon when you hover over the visual. The Edit Visuals pane appears.
Select the Setup tab. Then, select the ▼ dropdown list:
1. Select the chart type from the Chart setup section.
2. Select a value for the X-axis section.
3. Select a value for the Data section.
  Note: Select + Add Field, if needed.
4. Select values to Compare and Sort the order of data in the visual.
5. Select values to Filter data.
  Note: Select + Add filter, if needed.
Select the Customisation tab:
1. Enter the Header name.
2. Hide or show the values and titles of the X-axis.
3. Show the label and select the position for the Legend.
Select Save and close.

Note: Select Generate summary to review an AI summary of all the KPIs on your dashboard. To update the summary, select the Refine ▼ dropdown. Then, select an option from the list.

Manage pre-built dashboards

We have several pre-built dashboards that you can start with, such as:

Profitability
Cash flow
Accounts Receivable
Accounts Payable
Revenue
Balance Sheet

View pre-built dashboards

Go to Reports and select Dashboards (Take me there).
(Optional) From the Search by dashboard name ▼ dropdown, enter the dashboard name, then select it.
View the available dashboard templates, such as Profitability, Cash flow, Accounts Receivable, and Revenue.
Select a dashboard to open and view its details.

Edit a pre-built dashboard

Go to Reports and select Dashboards (Take me there).
From the Search by dashboard name ▼ dropdown, enter the dashboard name and select it.
Select the more icon on the dashboard you want to edit, then select Edit.
Select the edit icon when you hover over the visual you want to edit. The Edit Visuals pane appears.
Select the Setup tab. Select the ▼ dropdown list for the item to edit. Then, make the changes you want in:
1. The chart type.
2. The value for the X axis.
3. The value for the data.
  Note: Select + Add Field, if needed.
4. The values to compare and sort the order of data in the visual.
5. The values to filter data.
  Note: Select + Add filter, if needed.
Select the Customisation tab then make the changes you want to:
1. The name of the header.
2. The values and titles to show the X axis.
3. The values and titles to show the data.
4. The label to show and the position of the legend.
Select Save and close.