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Creating and Editing Live Dashboards

This article explains how to create, customize, and manage your own Live Dashboards in Panorays.

Creating a new Live Dashboard

  1. Navigate to Dashboards and Reports → Live Dashboards.
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  2. Click Create Report in the top-right corner.
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  3. Choose Add Widget to start building your dashboard.
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  4. Select the widgets you want to add.

You can add multiple widgets to the same dashboard.

Available widgets

Live Dashboards include over 20 data visualization widgets, such as:

  • Approval Status Summary
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  • Risk Rating Breakdown
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  • Suppliers Added Over Time
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  • Highest Risk Suppliers
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  • And more
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Widgets are designed to give you flexibility in how you visualize and analyze your data.

Customizing your dashboard

After adding widgets, you can:

  • Rearrange widgets to control layout
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  • Resize widgets to highlight key insights
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  • Apply filters (Risk Rating, Business Impact, Segments, Tags, and Portfolios)
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  • Review data using drill-down where supported
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All changes are reflected immediately using live data.

Saving dashboards

Once your dashboard is ready:

  1. Save it to Saved Views.
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  2. Your dashboard will be:
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    • Stored on the platform
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    • Updated daily with live data
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    • Available for editing at any time

Saved dashboards appear under Saved Views in the Configured section.

Editing an existing dashboard

To edit a saved dashboard:

  1. Open the dashboard from Saved Views.
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  2. Make any changes to widgets, layout, or filters.
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  3. Save your updates to apply them.
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Exporting Live Dashboards

All Live Dashboards — including saved dashboards — can be exported as PDF reports with a single click, making it easy to share insights internally or externally.

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