Dashboard Lenses

Each user in SaaSGrid can use a Lens to view a specific subset of data. A Lens can be set to filter chart or dashboard data for particular attribute values. Users can change their Lens in SaaSGrid without changing a Lens for another user.

To create a Lens, click on any dashboard and select the three dots in the top right. Select Configure Lens to open the configuration menu.

In the configuration menu, select the Model and Attribute that the Lens should include. For Workspaces with multiple integrations, specify which data source SaaSGrid should use for the Attribute. To add a new attribute to a lens, select + Add Attribute and select Apply when finished configuring the Lens.

Once applied, the Lens will appear at the top of the dashboard. This Lens will apply to all charts and reports on the dashboard. Note that only the specified Attributes are available in the Lens.

To specify Attribute values in the Lens, select values in the dropdown for each Attribute. The data in the dashboard will be filtered to only include data as specified in the Lens.

Admins and Editors can set Lens attributes for Viewers - Viewers will only be able to change attributes that have been enabled for that chart. Viewers will be able to edit their own Lens.