Anyone a dashboard has been shared with can view it, filter the data, and drill into the details. Nothing you do as a viewer changes the dashboard for anyone else.
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Filter data
Filters narrow down what the dashboard shows. Your filters apply only to your view and reset when you leave or refresh the page, so you can explore freely.
Click Filter (top left) to open the filter sidebar.
Click Add filter +.
Search or scroll to find the filter type you want.
Click the value or values to apply.
Click x to close the sidebar.
Your filters show as orange tags at the top of the dashboard.
To change a filter, reopen the filter sidebar, click the down arrow to expand the filter, and change your selections.
To remove a filter, click its x at the top of the dashboard, or click the trash icon next to it in the filter sidebar.
Drill into data
Click a visualization to see the data behind it. On a bar chart, for example, click a bar to see the individual data points that make it up.
To drill in, click Drill in or any other interactive element. Your cursor usually turns into a hand when you hover over something you can click.
To go back to the original view, click View chart.
Export the records behind a segment
When you drill into a segment of a visualization, you can export a CSV of the records behind it. Use this when you need the detail behind a data point for your own analysis or reporting.
Drill into the segment you want.
Click Export at the top right of the records table.
The export follows the dashboard's anonymization settings, so anything hidden on the dashboard stays hidden in the file.
Types of data and how they display
Administrators and program leaders in your district build dashboards. A dashboard can include any of these data types.
Data type | How it usually displays |
Multiple choice | Bar charts. Click a bar to see the data behind that category. |
Numeric, time, and count by category | Several formats, including trends and comparisons over time. |
Open response | Sortable lists you can search by keyword. |
Matrix question | Heatmaps showing responses on a scale or rubric. |
Learning opportunities | A metric, table, or bar chart of the PD your district offers. |
Learning registrations or hours | A metric, table, or bar chart of staff participation. |
Goals from coaching or evaluation | A metric, table, or bar chart of goals set in coaching cycles or evaluations. |
Matrix question heatmaps can show either a "Top %" or an "Average" score. Darker green means higher scores, and lighter green means lower. When the data is grouped, each column is a different segment, and the leftmost column shows the overall average.
Here's what the most common visualizations look like:
Metric
Bar chart
Table
Heatmap
Open response list
Preset filters
Dashboard editors can pre-filter the data. As a viewer, you can't remove these preset filters. If you need data that isn't on the dashboard, contact your KickUp system administrator.
Preset filters on the whole dashboard show as gray tags at the top. Your own filters are orange, and you can add or remove those.
Some preset filters change based on who's viewing. For example, if this filter is applied and your School attribute in KickUp is "Douglass HS," you'll only see data for staff at Douglass HS.
Editors can also preset filters on a single visualization. When they do, a funnel icon appears in its top right corner. Click the funnel to see how the data is filtered.
Print a dashboard
Click the printer icon at the top of the dashboard. This opens print mode, a preview of how the dashboard will print.
If it looks right, choose the option to print.
In print mode, every visualization expands to full width, so charts that sit side by side stack top to bottom. Matrix questions also stack so every value shows. Buttons that don't work on paper, like filtering and grouping, are hidden. Drill-ins aren't available in print mode.