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

# Dashboards

> Learn how to build detailed dashboards using your saved reports, and how to customize their presentation and scheduled delivery to stakeholders.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pelanor-6a347cfc/images/dashboard-1.png" alt="Dashboard Image" />
</Frame>

Pelanor Dashboards provide an easy way to build visualizations for a diverse set of stakeholders. They are fully customizable and can be created by non-technical users by leveraging existing reports created by your organization’s FinOps or DevOps teams, or one of Pelanor’s built-in reports.

Each dashboard consists of:

* **Dashboard Controls** – configuration options and filters that affect the entire dashboard
* **Sections** – logical groupings that separate different parts or data types in the dashboard
* **Widgets** – data visualizations based on existing reports

## Dashboard List

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pelanor-6a347cfc/images/dashboard-list.png" alt="Dashboard List" />
</Frame>

Shows the dashboards that exist in the current Workspace. Click **Create Dashboard** to add a new one.

## Configuring and Personalizing Dashboards

<Steps>
  <Step title="Create or edit a dashboard">
    Create a new dashboard or edit an existing one from the **Dashboard List** page.
  </Step>

  <Step title="Add a Widget">
    Click the **+** icon and choose **Widget**.
  </Step>

  <Step title="Select a Report">
    In the side panel, pick the report you want to base the widget on and click **Select**.
  </Step>

  <Step title="Choose Visualization Type">
    Select the **Visualization Type** to display.
  </Step>

  <Step title="Customize">
    Adjust the visualization configuration options as needed (see below).
  </Step>
</Steps>

<Info>
  **Tip:** Use **Sections** (also under the **+** menu) to organize widgets in larger dashboards.
</Info>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pelanor-6a347cfc/images/dashboard-2.png" alt="Dashboard Configuration Screenshot" />
</Frame>

<Tabs>
  <Tab title="Sum Block">
    A numeric counter displaying the total cost from the selected report. Calculation options:

    * **Month To Date** – costs from the start of the current month to today
    * **Total** – total cost for the entire date range
    * **End of Month Forecast** – projected cost at month-end based on current trends
    * **Average Spend** – average daily cost over the date range
  </Tab>

  <Tab title="Chart">
    Displays the cost chart defined in the chosen report.

    * **Visualization Type** – bar, line, pie, donut, horizontal bar, or area (defaults to the report’s setting)
    * **Resolution** – adjust the time resolution shown
  </Tab>

  <Tab title="Table">
    Shows the cost table returned by the report.

    * **Add or Remove Columns** – toggle **Customize columns** to add properties/metrics or remove existing columns
    * **Rounding** – enable or disable decimal rounding
    * **Cumulative** – show running totals across the time period
  </Tab>
</Tabs>

## Dashboard Controls

Dashboard-level controls override filters and date ranges defined in individual reports. All controls default to **Inherited**.

You can override:

* **Time Range**
* **Filters**
* **Cost Perspectives** – Amortized, Unblended, On Demand, or Inherited
* **Payment Kinds** – On Demand, Spot, Savings Plan, Fee, Discount, Credit, etc.

## Exporting and Sharing Dashboards

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pelanor-6a347cfc/images/dashboard-schedule-summary.png" alt="Scheduled Summary" />
</Frame>

Dashboards can be shared in two ways: a platform link or a scheduled summary.

### Share Platform Link

<Steps>
  <Step title="Open the dashboard">
    Open the dashboard you want to share.
  </Step>

  <Step title="Click Share">
    Click **Dashboard Actions → Share**.
  </Step>

  <Step title="Copy Link">
    The link is copied to your clipboard.
  </Step>
</Steps>

<Info>
  The recipient must sign in to the Pelanor platform to view the dashboard.
</Info>

### Scheduled Summary / Export

Generate a PDF for external stakeholders or recipients without a Pelanor account.

<Steps>
  <Step title="Open the Dashboard">
    Open the dashboard you want to export.
  </Step>

  <Step title="Schedule Summary">
    Click **Dashboard Actions → Schedule Summary**.
  </Step>

  <Step title="Choose Delivery Channel">
    * **Email** – pick an existing user or enter an email address
    * **Slack** – select the channel to send the report
    * **Teams** – choose the conversation/channel
  </Step>
</Steps>

<Warning>
  Make sure your Slack and/or Teams integrations are configured in **Settings** before setting up a scheduled summary.
</Warning>

### Save Dashboard into Overview

<Steps>
  <Step title="Open Overview">
    Go to the **Overview** page.
  </Step>

  <Step title="Open Settings">
    Click the **Settings** (cog) icon.
  </Step>

  <Step title="Select Dashboard">
    Select the dashboard to auto-load.
  </Step>

  <Step title="Apply">
    Click **Apply** to save the configuration for all users.
  </Step>
</Steps>