> ## Documentation Index
> Fetch the complete documentation index at: https://syncly-a76215af.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Build Dashboards

> Build charts, combine them with notes and post lists on one page, and share or export your dashboard.

**Dashboards** let you put charts, notes, and post lists on one page. Use them to track several brands or products side by side, check the same metrics every week, and share the results with your team.

## Before you start

* In the sidebar, open **Social intelligence > Dashboards**.
* **Permissions:**
  * Viewer or higher can view dashboards, open the posts behind charts, and export dashboards to PDF.
  * Editor or Admin can create, edit, duplicate, and delete dashboards and charts, and export chart data to XLSX.
* Charts in a dashboard must come from the same workspace.

## Create a dashboard

1. Open **Social intelligence > Dashboards**.
2. Select **Create dashboard**.
3. Enter a title and a short description of what the dashboard tracks.
4. Finish creating it to open the empty dashboard.

![Dashboards list with the Create dashboard button](https://mintcdn.com/syncly-a76215af/ZEvfhHgiKdfyLRid/images/Screenshot-2026-10-30-112032.png?fit=max\&auto=format\&n=ZEvfhHgiKdfyLRid\&q=85\&s=b09b8100b81e96d43c4458273073678f)

## Lay out rows and columns

1. Select **Add row** to add a new row.
2. Split the row into columns and adjust their widths.
3. Choose what each column shows: **Chart**, **Text**, or **Post list**.
4. Drag blocks to rearrange them, and adjust their height.

### What each column can show

* **Chart:** A chart from your workspace. It updates with live data.
* **Text:** Notes such as a summary, background, key takeaways, or next steps.
* **Post list:** A live list of posts that match filters you set, such as a hashtag, negative sentiment, or high engagement.

![A dashboard comparing brands with bar and stacked bar charts](https://mintcdn.com/syncly-a76215af/ZEvfhHgiKdfyLRid/images/Screenshot-2026-10-30-112403.png?fit=max\&auto=format\&n=ZEvfhHgiKdfyLRid\&q=85\&s=a84a40389e81289f6a9a3b4ef726a59a)

## Set up a chart

Charts are built in the chart editor, then added to a dashboard. Choose one of two modes at the top:

* **Segmentation:** Compare one metric across the items you select, such as engagement rate by brand.
* **Cross analysis:** Build a table that breaks a metric down by two data sets at once, one for rows and one for columns.

### Segmentation

1. Under **Data set**, choose **Query** and select the Queries to compare.
2. Under **Filter**, narrow the data if needed.
3. Under **Date range**, choose **Periodic** (for example, the last 30 days, including today) or **Fixed date range**. Select **Add comparison** to compare against an earlier period.
4. Under **Measured by**, choose a metric, such as engagement rate, and choose **Average** or **Sum** under **Calculation**.
5. Choose the chart type (such as **Bar**) and orientation (such as **Vertical**) above the chart.

Below the chart, a table lists each item's value. Use **Selected** to choose which items to show, such as the **Top 5**.

![Chart editor in Segmentation mode with a bar chart and results table](https://mintcdn.com/syncly-a76215af/ZEvfhHgiKdfyLRid/images/Screenshot-2026-10-30-112717.png?fit=max\&auto=format\&n=ZEvfhHgiKdfyLRid\&q=85\&s=9bedaac672b1a8c5f954f61e1e1c4997)

### Cross analysis

1. Under **Data set (row)**, choose what each row shows, such as your Queries.
2. Under **Data set (column)**, choose what each column shows, such as **All posts**. Select **Switch** to swap rows and columns.
3. Under **Measured by**, choose a metric and choose **Average** or **Sum** under **Calculation**.
4. Choose a **Unit**: **#** for numbers or **%** for percentages. Turn on **Row total** to show totals for each row.
5. Select **Add data set** to add more columns, then set the **Filter** and **Date range** as needed.

![Chart editor in Cross analysis mode with row and column data sets](https://mintcdn.com/syncly-a76215af/ZEvfhHgiKdfyLRid/images/Screenshot-2026-10-30-112637.png?fit=max\&auto=format\&n=ZEvfhHgiKdfyLRid\&q=85\&s=3a622ba4bef6b5b256a7db8f88b4941e)

### Save and add to a dashboard

* Select **Save** to keep your chart.
* Select **Add to dashboard** to place it on a dashboard.
* Select **Data from just now** to refresh the data.
* **Copy link** shares a link to the chart, and **Duplicate** makes a copy you can edit.

## See the posts behind a chart

Click any point, bar, or table cell to open a preview of the matching posts. Check captions, creators, and engagement in the preview, or select **Show more** to open the full list. From there, you can save useful posts to a [Collection](https://syncly-a76215af.mintlify.site/en/analysis/collections.md).

This works the same way for charts in [Query explorer](https://syncly-a76215af.mintlify.site/en/analysis/competitive-research.md).

![Preview of matching posts after clicking a chart](https://mintcdn.com/syncly-a76215af/ZEvfhHgiKdfyLRid/images/Screenshot-2026-10-30-113028.png?fit=max\&auto=format\&n=ZEvfhHgiKdfyLRid\&q=85\&s=759a41eb0911103ff9d61a92cadfc3cd)

## Adjust the view

* **Date range:** Use the date control at the top right to view the whole dashboard for a different period. This only changes your current view; each chart keeps its own saved settings.
* **Wide view:** Turn on **Wide view** to use the full width of your screen.

## Share and export

* **Share a link:** Open the **Share** menu at the top right and select **Copy link** to send the dashboard to teammates in your workspace.
* **Export to PDF:** In the same menu, select **Export to PDF** to download the dashboard. Wait until all charts have finished loading first.
* **Export chart data:** In the chart editor, select the download icon above the results table to export the chart's data to XLSX. See [Export posts to XLSX](https://syncly-a76215af.mintlify.site/en/share/export-posts.md).

## Manage dashboards

From the dashboard or the list, you can:

* **Rename** a dashboard or update its description.
* **Duplicate** it to reuse the layout for another product or team.
* **Favorite** it to pin it to **Favorites** in the sidebar.
* **Delete** dashboards you no longer need.

## Troubleshoot

| Symptom | What to check |
| :- | :- |
| A chart isn't in the list | Make sure it was saved in the same workspace as the dashboard. |
| I can't edit the dashboard or a chart | Viewers have read-only access. Ask your workspace Admin for Editor or Admin access. |
| A chart shows "No data" | Check whether the date range or filters are too narrow, and that the Query is still collecting posts. |
| Sum isn't available for a metric | Rates such as engagement rate are usually calculated as an **Average**. |
| The PDF has blank charts | Wait for every chart to finish loading, then export again. |
| A post list is empty | Check its filters, and that the Query behind it is still active. |
| The download icon is missing | Viewers can't export chart data. Ask for Editor or Admin access. |

## Related features

* [Explore and compare queries in Query explorer](https://syncly-a76215af.mintlify.site/en/analysis/competitive-research.md)
* [Social Intelligence overview and choosing an analysis tool](https://syncly-a76215af.mintlify.site/en/insights/overview.md)
* [Save post evidence in Collections](https://syncly-a76215af.mintlify.site/en/analysis/collections.md)
* [Export posts to XLSX](https://syncly-a76215af.mintlify.site/en/share/export-posts.md)


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