---
title: Dashboards | Lightfield
description: Learn what dashboards show, who can see each one, which report types and data they support, and what they can't do yet.
---

A dashboard is a page of live reports built from your CRM data. Each report reads current CRM data when it loads. Open **Dashboards** in the left sidebar to see the dashboards you can open.

## Who can use it

Dashboards are on the Pro, Growth and Enterprise plans. On the Starter plan, **Dashboards** doesn’t appear in the sidebar; you can still get one-off reports in chat. Scheduled reports require automations, which are on the same plans as dashboards. See [Reports in chat](/help/dashboards/reports-in-chat/index.md).

Only owners and admins create and change dashboards. Everyone else, Viewers included, opens the dashboards an admin has made visible to the workspace, and can explore them. See [Create and change dashboards](/help/dashboards/create-and-change/index.md) and [Explore a dashboard with chat](/help/dashboards/explore-with-chat/index.md).

## Who can see a dashboard

New dashboards are private and show a **Private** label at the top.

| Visibility | Who can see it                             |
| ---------- | ------------------------------------------ |
| Private    | The admin who created it, and other admins |
| Workspace  | Everyone in the workspace                  |

Admins see every dashboard, including other admins’ private ones. Sharing a dashboard’s link doesn’t give access: the person must be in your workspace and able to see the dashboard.

Reports aren’t filtered by each viewer’s own access. Everyone who can see a dashboard sees the same numbers, charts and underlying records as the admin who built it. Check a dashboard before you make it visible; see [Share a dashboard with your workspace](/help/dashboards/create-and-change/#share-a-dashboard-with-your-workspace/index.md).

## Report types

A dashboard can include:

- **Metrics:** a single number, such as total pipeline or average deal size.
- **Bar charts:** vertical, horizontal, grouped or stacked.
- **Line charts:** trends over time, with one or more series.
- **Pie charts:** a total broken down by category.
- **Radar charts:** values compared across several dimensions.
- **Tables:** rows and columns of detailed data.
- **Markdown:** text for context, notes or instructions.

## What reports can use

Reports can draw on accounts, opportunities, contacts, tasks, notes, meetings, emails and email threads, lists, members, custom objects, the relationships between records, and pipelines and stages. Because Lightfield keeps a history of field changes, a report can also show how a value changed over time, for example how pipeline by stage looked at the start of each month.

Some content stays out of reports. Reports see who was on an email or meeting and when, but not the email text, the meeting title or the transcript text. They see a note’s title but not its body, and they can tell which meetings have a transcript.

## Refresh data or change record values

A report queries current CRM data when it loads. Changing the report’s calculation or layout is separate from updating CRM fields. For example, calculating a converted amount in a report does not create a stored currency field on the opportunity. Ask explicitly for a record update if you need to save that value.

Use [Reports in chat](/help/dashboards/reports-in-chat/index.md) for one-off or scheduled delivery, and [Usage](/help/settings/usage/index.md) for the costs of viewing and creating reports. Give each dashboard one job, such as a weekly pipeline review, so its date ranges and measures answer the same question.

## What isn’t supported yet

- Members and Viewers can’t create or edit dashboards.
- No filter for the whole dashboard, and no filtering one report from another.
- Report data isn’t filtered by each viewer’s access.
- A viewer’s date changes aren’t saved.
- Drill-down results can’t be opened as a saved view.
- No public links, guest access or embedding.
- No connection to outside databases or BI tools. To use your data in a BI tool, export it; see [Reports in chat](/help/dashboards/reports-in-chat/#export-to-a-bi-tool/index.md).
- No reports on chats, automation runs, files or attachments.
- A report keeps at most 1,000 rows of results.
- There’s no point-and-click report builder or SQL editor. You build and change reports by describing them in chat.

## Troubleshooting

### I don’t see Dashboards in the sidebar

Check your workspace’s plan: dashboards are on Pro, Growth and Enterprise. Every plan supports [one-off reports in chat](/help/dashboards/reports-in-chat/index.md). If your plan includes dashboards but the page is missing, see [A feature is missing](/help/missing-feature/index.md).

### Dashboards is empty

If **Dashboards** shows **Dashboards created by admins will appear here.**, no admin has made a dashboard visible to the workspace yet. New dashboards stay private until an admin chooses **Make visible to workspace**.

## Common questions

**Can members build dashboards?** No. Only owners and admins create and change dashboards. Members can ask an admin to build one, or ask the agent for a one-off report in chat.

**Do dashboards update on their own?** Yes. Each report runs against your current data every time it loads.

**Can a dashboard show data a member can’t otherwise open?** Yes. Reports aren’t filtered by each viewer’s access, so check every report before you make a dashboard visible to the workspace.

**Can I share a dashboard with someone outside my workspace?** No. Dashboards have no public links or guest access. Export a report’s data or chart from the report instead.