The Dashboard settings section allows you to configure a default display for non-admins who have the permissions to view the dashboards.


Get the most out of Bob

Predefined dashboards use condition-based filtering to ensure dashboards are automatically configured in a way that makes the most sense for your organization.

For example, if you’d like the default view to exclude contractor-related data, you can filter it out using Viewing Preferences.

How to set a default dashboard view for your organization

  1. In the left menu, select Settings > Dashboards.

  2. Click on the Edit button to configure the viewing preferences.

  3. In Predefined filters, click the Pencil edit icon.

  4. Click + Edit.

  5. Click + Add condition and select the desired values in each of the dropdowns from left to right.

  6. Repeat to add more conditions.

    Note: All conditions must be met for a person to be included in the group

  7. Click Apply.

  8. Click Save.

Tip: Check how the predefined view looks for others by going to the KPI Dashboards and turning the toggle on and off, as well as when using the Group By filter of each KPI.


How do I edit the predefined dashboard?

You can easily edit the conditions included in the predefined dashboard. Just click the Pencil edit icon, click + Edit and select the desired value from the list.

How do I delete a condition from the predefined dashboard?

Open up the +Edit popup again, hover over the condition and click the trash icon that appears to the right of the condition.