> ## Documentation Index
> Fetch the complete documentation index at: https://help.nops.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Explorer Dashboard

> Custom dashboards built from saved Explorer reports.

**Explorer Dashboard** gives your team a flexible place to view, monitor, and analyze key cost metrics. Combine saved [Explorer reports](/inform/reports) into one live dashboard your team can revisit anytime—without rebuilding filters from scratch each week.

<Info>
  In the sidebar this feature appears as **Dashboards** under Inform. It is separate from your home [Dashboard](/inform/dashboard), which shows account-wide spend and pinned Canvas widgets.
</Info>

<CardGroup cols={2}>
  <Card title="Reports" icon="file-chart-column" href="/inform/reports">
    Save the reports you want on a dashboard.
  </Card>

  <Card title="Explorer" icon="chart-line" href="/inform/explorer">
    Open a linked report for full analysis.
  </Card>
</CardGroup>

## Get started

1. Sign in to [nOps](https://clara.nops.io/dashboard).
2. Open **Inform → Explorer Dashboard** (sidebar label: **Dashboards**), or go to [clara.nops.io/explorer/dashboard](https://clara.nops.io/explorer/dashboard).
3. Click **Create dashboard**, name it, and choose **Private** or **Shared**.
4. Open the dashboard and click **Add Widget** to attach saved Explorer reports.

## Dashboard list

### Tabs

| Tab         | Description                                        |
| ----------- | -------------------------------------------------- |
| **All**     | Every dashboard you can access                     |
| **Private** | Dashboards only you can see                        |
| **Shared**  | Dashboards visible to your entire organization     |
| **Global**  | Curated dashboards available to all nOps customers |

### Actions on the list

From the dashboard list menu you can:

* **Copy URL** — share a direct link to the dashboard
* **Edit** — change name or visibility
* **Clone** — duplicate a dashboard (optionally constrain the copy to a Cost Allocation showback and values)
* **Delete** — permanently remove a dashboard

Each dashboard card also shows a **category** badge alongside its visibility, so you can scan the list for the type of dashboard you're looking for.

Use **Search dashboards** to filter by name.

## Create a dashboard

1. Click **Create dashboard**.
2. Enter a descriptive **name**.
3. Choose visibility:
   * **Private** — personal use or experiments before sharing
   * **Shared** — visible to everyone in your organization
   * **Global** — available to all nOps customers (when your role allows)
4. Save, then open the dashboard to add widgets.

## Add widgets

1. Open a dashboard and click **Add Widget**.
2. Pick a saved Explorer report from **Private**, **Shared**, or **Global** tabs (same libraries as [Reports](/inform/reports)).
3. Confirm the selection. Each widget shows the report's chart and summary cards.
4. Add multiple widgets to compare different views side by side.

If you have no saved reports yet, create one in [Explorer](/inform/explorer) first.

A dashboard with no widgets yet shows *You have not selected any report yet*, with a **Select Report** button if you have edit access.

## Work with widgets

Each widget displays:

* Summary cards (Yesterday, MTD, Total—based on the report's settings)
* History chart or **heat map** for the linked report (whichever view was saved on the report)
* The report name as the widget title

### Widget actions

When you can edit the dashboard:

| Action               | What it does                                                                                                                                  |
| -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| **Open in Explorer** | Click the widget title to open the linked report at `/explorer?report={id}`                                                                   |
| **Edit**             | Change the widget name, date range, granularity, cost type, chart view, and overlay toggles                                                   |
| **View parameters**  | Inspect the effective filters and timing for this widget                                                                                      |
| **Replace report**   | Swap the linked Explorer report without removing the widget                                                                                   |
| **Pin**              | Add the widget's report to your home [Dashboard](/inform/dashboard#pinned-widgets) (Shared or nOps Global reports, admin permission required) |
| **Refresh**          | Reload this widget's data                                                                                                                     |
| **Delete**           | Remove the widget from the dashboard                                                                                                          |
| **Drag handle**      | Reorder widgets by dragging                                                                                                                   |

Anyone who can view the dashboard can open **View parameters** and **Refresh**. Drag-and-drop reordering is available when you have edit access.

<Note>
  Widget **Edit** saves overrides on the dashboard widget only — the underlying Explorer report is unchanged. End dates in the future append a **forecast** (dashed bars) beyond yesterday’s last complete day. To point a widget at a different report, use **Replace report**. Each dashboard can hold up to **50** widgets.
</Note>

## Share with your team

* Create a **Shared** dashboard so everyone in your organization sees the same layout.
* Use **Copy URL** on the dashboard list to send a direct link.
* Combine with [scheduled report emails](/inform/reports#email-and-schedules) when stakeholders prefer inbox delivery over visiting a dashboard.

## Empty states

| Tab         | Message                                                                               |
| ----------- | ------------------------------------------------------------------------------------- |
| **All**     | *Combine saved Explorer reports into a live dashboard your team can revisit anytime.* |
| **Private** | *Create a private dashboard to experiment before sharing with your team.*             |
| **Shared**  | *Shared dashboards are visible to everyone in your organization.*                     |
| **Global**  | *Global dashboards can be published for all nOps customers.*                          |

## FAQs

<AccordionGroup>
  <Accordion title="What types of dashboards are available?">
    **Private** dashboards are only for you. **Shared** dashboards are visible to your whole organization. **Global** dashboards are pre-built or published templates for all nOps customers.
  </Accordion>

  <Accordion title="How do I add widgets?">
    Open a dashboard, click **Add Widget**, and select a saved Explorer report. You can add as many widgets as you need, then drag to reorder.
  </Accordion>

  <Accordion title="Can I rearrange widgets?">
    Yes. Use the drag handle on each widget header to reorder the layout when you have edit access.
  </Accordion>

  <Accordion title="What can I do from a widget?">
    Open the report in Explorer, edit the widget's name and view settings, pin its report to your home Dashboard, refresh data, or delete the widget from the dashboard. To point a widget at a different report without losing its position on the dashboard, use **Replace report**.
  </Accordion>

  <Accordion title="How do I share a dashboard?">
    Set visibility to **Shared** when creating or editing the dashboard, and use **Copy URL** to share the link with teammates.
  </Accordion>
</AccordionGroup>

## Related

* [Reports](/inform/reports) — manage saved reports used as widgets
* [Explorer](/inform/explorer) — deep-dive analysis for any linked report
* [Dashboard](/inform/dashboard) — home page with All Spend and pinned Canvas charts