VALUEWORKSInsights to Results
Sign in
Help center
Core path

Choosing a dashboard type

Pick the right type before building anything.

The wrong type is a rebuild, not a setting you can change later.

Add Dashboard at the foot of the Reporting list creates a dashboard. Folders are organised directly in the navigation menu: drag one dashboard name onto another and ValueWorks creates a new folder containing both dashboards. You can then drag other dashboards into that folder, move dashboards between folders, or drag a dashboard out of a folder to remove it from the folder.

Folders can also sit inside other folders. Drag a folder onto another folder to nest it; repeat the same action to build further levels of folders as needed.

Open a folder's three-dot menu to rename or delete the folder. Choosing Delete opens a confirmation message stating that the folder's content will not be deleted. Confirming removes only the folder itself — the dashboards and nested content inside it remain available in the Reporting navigation.

Three types, each answering a different brief. A dynamic dashboard is a stack of KPI cards under collapsible sections, filtered by trend and deviation like the standard dashboards — the choice when someone wants to scan many KPIs for what needs attention.

A canvas dashboard is a free layout of mixed cards: KPI charts, tables, headings, waterfalls. The choice when you are composing a page someone will read top to bottom.

A table dashboard is a financial statement you assemble yourself — the same columns, level control and views as Financial Reporting, over KPIs you pick.

Canvas is the recommended choice in most cases. It carries every other type inside it as a card, including a table dashboard, so a canvas can do what the other two do and more. Reach for a dynamic dashboard when the filters are the point, and for a standalone table dashboard when the deliverable really is just a statement.

The Reporting section of the left navigation, showing the three standard dashboards above named folders containing custom dashboards.
  1. 1The three standard dashboards
  2. 2A folder created by dragging one dashboard name onto another
  3. 3Dashboards can be dragged into, between, or out of folders
  4. 4The folder three-dot menu provides Rename and Delete; deleting the folder keeps its dashboards

ValueWorks 2026.08

The Delete folder confirmation dialog, warning that the content of the folder will not be deleted.
  1. 1Delete folder removes the folder container
  2. 2The confirmation explicitly states that the folder's content will not be deleted
  3. 3Cancel leaves the folder unchanged; Delete confirms the action

ValueWorks 2026.08

Takeaways

  • Dynamic — cards under sections, for scanning many KPIs.

  • Canvas — free layout of mixed cards, for a page read top to bottom.

  • Table — a statement you assemble, with Financial Reporting's columns and views.

  • Canvas is the default recommendation — it can hold the other two as cards.

  • Create a folder by dragging one dashboard name onto another; both dashboards become members of the new folder.

  • Drag dashboards into, between, or out of folders to reorganise them.

  • Drag a folder onto another folder to nest it. Folders can be nested through multiple levels.

  • The folder three-dot menu lets you rename or delete the folder. A confirmation warns that deleting it does not delete its contents.

Surfaces covered

  • Reporting

Also taught in the Academy

Module 4 · Build your own views

Take it as lesson 4.1 in Business Analyst & FP&A