[Feedback] Dashboards (reports homepage)

[MatissJanis]

Dashboards feature allows customising your reports homepage. With widgets and layout defined by you.

To enable the feature - head over to experimental features and toggle the dashboards feature flag. Next head to the "reports" page. You will then see the new dashboard page. Click "edit" to modify your dashboard (allows adding/removing widgets, dragging-n-droping, resizing).

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Planned future changes:

• ability to rename cashflow/networth/spending widgets from the dashboard page - ✨ (dashboards) ability to rename all widgets #3284
• ability to add text (markdown) widgets - ✨ (dashboards) text widget #3288
• ability to save filters on cashflow/network/spending widgets - and see them in the dashboards page
  • ✨ (dashboards) ability to save net-worth widget details #3364
  • ✨ (dashboards) ability to save cash-flow report filters/date-range #3417
  • ✨ (dashboards) ability to save filters & timeframes on spending widgets #3432
• ability to rename cashflow/networth/spending widgets from the "inside" page

Idea bank:

• ability to create multiple dashboards & switch between
• quick layouting tools - i.e. set all widgets to specific size

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Feel free to share your ideas, bug reports and feedback below.

[matt-fidd]

@MatissJanis I'm seeing a lot of blank report cards (completely empty, not just placeholders) below all of my reports. Do you know how I could remove these please? They seem to have appeared, I didn't notice or create anything while I was editing the dashboard.

You can see the grab handles in edit mode:

[MatissJanis]

Would you mind exporting the dashboard and uploading here? That will help debugging.

[matt-fidd]

Would you mind exporting the dashboard and uploading here? That will help debugging.

dashboard.json

[lukehimself]

@MatissJanis I'm seeing a lot of blank report cards (completely empty, not just placeholders) below all of my reports. Do you know how I could remove these please? They seem to have appeared, I didn't notice or create anything while I was editing the dashboard.

You can see the grab handles in edit mode:

I ended up fixing this on my instance, but it was a bit convoluted. I first reset the dashboard, then rebuilt it to my specs. I then exported the file. I then had to upload that file on each of my other devices, since the dashboard wouldn't sync otherwise. For mobile I had to view as desktop to get the import function. There may be an easier way to fix it, but that's how I did it.

[MatissJanis]

Something.. somehow.. is adding null widgets to the dashboard. I haven't been able to reproduce this as of yet, so no solid patch for it yet. But I'll keep looking!

Let me know if anyone is able to reproduce this reliably and provide step-by-step instructions how to repro.

[shall0pass]

I noticed if you have the spending report and the dashboard feature on, the spending report won't show. But if the dashboard feature is turned off, it's there. Edit: I see now that I have to manually add that report to the view.

One other question. Is the "reset to default" supposed to delete all of the custom reports? I sort of expected it would just change the layout to default sized tiles. Edit: Took me a minute (thought i lost my reports). It wasn't obvious to me that all of the saved reports were still available, they just had to be added to the dashboard.

[MatissJanis]

One other question. Is the "reset to default" supposed to delete all of the custom reports? I sort of expected it would just change the layout to default sized tiles. Edit: Took me a minute (thought i lost my reports). It wasn't obvious to me that all of the saved reports were still available, they just had to be added to the dashboard.

Perhaps there's some different wording we could use for that button to make it more clear what it does. Any ideas?

As for losing data: remember that you can always "ctrl+z" ;)

[Jonathan-Fang]

As much as I agree to separate "create new custom report" and "add new widget" into separate buttons, I thought that the monthly spending report wasn't add-able because I kept clicking the "custom report" button expecting I would find a menu item saying "spending report" because I wasn't planning on re-arranging the dashboard.

I suggest moving the "add new widget" button to the front, and then I only ever edit dashboard when I want to re-arrange the size of the elements.

[jfdoming]

As much as I agree to separate "create new custom report" and "add new widget" into separate buttons, I thought that the monthly spending report wasn't add-able because I kept clicking the "custom report" button expecting I would find a menu item saying "spending report" because I wasn't planning on re-arranging the dashboard.

I suggest moving the "add new widget" button to the front, and then I only ever edit dashboard when I want to re-arrange the size of the elements.

I agree. If we go with this approach we could probably remove the dedicated "add custom report" button and combine it with the other one

[mitteneer]

I really like this! Would it be possible, when adding a second spending analysis, that the two aren't linked? I currently have one that shows all purchases, and I would like another that filters out certain categories, but when I apply those filters, both are updated with the same filters. Hope this is the right place to drop this comment, sorry if not!

[MatissJanis]

@mitteneer #3432