Home Reporting & audit Customize your dashboard and export reports

Customize your dashboard and export reports

Last updated on Jul 03, 2026

Build the dashboard your way — choose which sections appear, reorder them, and resize them — then export your data to a spreadsheet.

Customize your dashboard and export reports

  1. On the Overview tab, click Customize (owners only).
  2. Drag a section by its handle to reorder it.
  3. Use the width control to make a section Small, Medium, Large, or Full.
  4. Toggle the eye icon to show or hide a section, or use Reset to return to the default layout.
  5. Click Save — your layout is remembered for your workspace.
  6. Click Export CSV to download the dashboard data, or open the Audit tab and export your activity log (it respects your filters).

Only owners can change the layout; both owners and admins can export.

Tip: Set the Audit tab's Source, Type, and Period filters before exporting to get exactly the rows you need.