Cards, Dashboards, and Analyses. They
belong to the workspace, so every member sees the same ones.
Build a dashboard
1
Open Dashboards
Open Reports and select the
Dashboards tab.2
Create it
Select new dashboard and type a name.
3
Add cards
Select add card. Pick a saved report, or create a new one.
4
Set the range
Pick a range in the header. Select Set as default to keep it for every member.
Cards tab. A report you create from
add card also appears on the Cards tab.
Arrange the cards
On a phone, every card takes the full row.
Range
Every card runs over the dashboard’s one range. A range you pick applies to your view until you select Set as default.Filters from agents
The dashboard page has no filter control. An agent can still set up to 10 filters on a dashboard over the API or MCP. Filters apply only to query cards whose metrics can take that dimension. Every other card runs unfiltered and shows the badgefilters not applied. Hover over the badge to read the reason.
Save an analysis from chat
An analysis holds a title, a Markdown body, the reports it shows, and the queries behind its numbers. You make one from an answer in AI chat.1
Ask in chat
Open Reports, select the
Analyses tab, and select ask in chat. Or open the
chat from the sidebar.2
Save the answer
When an answer that ran a query finishes, select Save as analysis under it.
3
Open it
Select Open in
Saved · Open. The analysis is also on the Analyses tab.Edit an analysis
Select Edit on an analysis. Change the title, or the body in Markdown on the Write tab. Attach report inserts::report[<id>] at the cursor. Select the Preview tab
to check it.
An embed sits alone on its line. Its report id must be one of the analysis’s attached
reports.
To delete an analysis, select Delete, then Delete in
Delete analysis?. Select
Undo in the Deleted notice to restore it.
Share a link
1
Open Share
Select Share on a dashboard or an analysis. Single report cards are not shared from the app.
2
Set an expiry
Pick never, 7 days, 30 days, or 90 days.
3
Choose the name
Tick
Show workspace name to show the workspace’s icon and name on the page.4
Create the link
Select Create link.
5
Paste it
The new link is already copied. It appears at the top of the list, marked
new.https://www.datalyr.com/share/<token>. The page needs no login,
and search engines do not index it.
A card on the public page can be up to 5 minutes old. The footer’s
updated time says
how old. The page shows the object as it is now, so a rename or an edited report shows
on the next load.
The page follows the viewer’s light or dark system setting. The sun or moon button in the
header switches it, and the browser remembers the choice for every shared page.
Manage links
The Share popover lists every link to the object.
Revoke is final. A revoked link never works again. To share again, create a new link.
Limits
Dashboards and analyses for agents
An agent with thedatalyr:write:reports scope can create, edit, and delete dashboards
and analyses, and create and revoke share links. See
Build a dashboard, write an analysis, share it.
The in-app chat can list, read, and run dashboards and analyses. Adding a card, saving an
analysis, and sharing stay your buttons.
Verify
- Create a dashboard with two cards.
- Set the range to the last 7 days.
- Select Share and create a link.
- Open the link in a private window.
- Confirm the cards show without a login.
- Revoke the link and reload the private window.
- Confirm the page reads
This link was turned off.
When it does not work
Next, open Reports to build the cards a dashboard shows, or
Connect Claude or Codex to have an agent build one.