# Organize and filter dashboards

Find your dashboards, gather them in groups, give one its own entry in the menu of an app, archive and restore them, and narrow what a dashboard counts by period or by rule.

With a ready-made dashboard for most apps and those your colleagues build, the list grows quickly. This page shows where to find a dashboard, how to group it, how to place it in the menu of the app it serves, how to archive it, and how to narrow what it counts.

## Before you start {#before-you-start}

- **Configuration** needs the **Supervisor** or **Manager** access right on **Analysis**; groups are created by a **Supervisor**.
- Changing a dashboard's form needs the right to change that dashboard: see [Build a dashboard](build-a-dashboard#before-you-start).

## Find a dashboard {#find}

The name at the top left of **Analysis/Analysis** opens the list of the dashboards you may see, in alphabetical order, each with its icon. **Analysis/Configuration/Manage Analysis** lists them as records: it opens on **My Analysis**, the dashboards you own; remove that filter to see all of them. The filters **Published**, **Draft**, **Personal**, **Shared**, **Team**, **Templates** and **Archived**, and the groupings **Type**, **Owner** and **Status**, sort a long list.

![The filters and groupings of Manage Analysis.](https://jaah.app/web/image/13254-ec1dfd78/analysis-organize-and-filter-dashboards-manage_filters-en.png)

## Gather dashboards in groups {#groups}

1. Open **Analysis/Configuration/Groups**, click **New**, type `Analysis demo: Legal` and save.

![A dashboard group, ready to be chosen on the dashboards of the legal apps.](https://jaah.app/web/image/13250-47b0a049/analysis-organize-and-filter-dashboards-groups_list-en.png)

2. On the form of a dashboard, here **Law Cases Analysis**, choose the group under **Group**.

The list of dashboards on the board does not show groups; group **Analysis/Configuration/Manage Analysis** by **Group** to see them together.

## Give a dashboard its own menu entry {#menu-entry}

1. On the same form, choose **Cases** under **Show Under Menu**. **Menu Sequence** appears: type `50` and save.

![Law Cases Analysis in its group, and shown in the menu of the Cases app after its own menus.](https://jaah.app/web/image/13256-73a9c3a1/analysis-organize-and-filter-dashboards-menu_section-en.png)

2. Reload the browser page and open the Cases app: **Law Cases Analysis** sits in its menu bar, after **Evidences**, and opens the dashboard.

![The dashboard has its own entry in the menu bar of the Cases app.](https://jaah.app/web/image/13261-832217c0/analysis-organize-and-filter-dashboards-cases_menu-en.png)

The entry carries the dashboard's name; when its access lines name groups, only those groups see it. **Menu Sequence** places it among the app's menus, the smallest number first: left at 1, the dashboard comes first and the app opens on it. The ready-made **Employees Analysis** is placed that way in the Employees app. Clearing **Show Under Menu** removes the entry.

## Archive and restore {#archive}

**Actions** then **Archive** marks the dashboard **Archived** and removes it from the list and from any menu. To bring it back, filter **Analysis/Configuration/Manage Analysis** on **Archived**, open it and choose **Set to Draft**, then **Publish** when it is ready again.

## Narrow what a dashboard counts {#date-filter}

**Date Filter** at the top of a dashboard offers **All time**, **Today**, **This week**, **This month**, **This quarter**, **This year**, **Last 7 days**, **Last 30 days**, **Last month** and **Last year**, all counted from today. Each widget applies the period to its **Date Filter Field**, otherwise to its record's **Date**, otherwise to the creation date; a widget with none of them ignores the period. The choice stays while you work on the dashboard and goes back to **All time** when you open the app again.

![The periods of the Date Filter, all counted from today.](https://jaah.app/web/image/13269-c55ec970/analysis-organize-and-filter-dashboards-date_presets-en.png)

A widget also keeps its own rules in **Filter Domain**, on its **Data** tab: [Build a dashboard](build-a-dashboard#add-a-widget). The **Filters** tab of the dashboard's form keeps a list of named filters, but the board offers no control to apply them.

## FAQ {#faq}

### Why doesn't the new menu entry appear? {#no-entry}

Menus are loaded with the page: reload it.

### Why does the app now open on my dashboard? {#app-opens-on-dashboard}

Its **Menu Sequence** is smaller than those of the app's menus. Give it a larger number, such as 50.

### Can I change the order of the list? {#order}

No; the list follows the names. Rename a dashboard to move it.

### Does the period stay for my colleagues? {#period-shared}

No. The **Date Filter** applies to your screen only and is not saved.

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- Source: https://jaah.app/docs/analysis/organize-and-filter-dashboards
- Updated: 2026-10-27
- Version: Analysis 19.0.1.6.2
- Verified: 2026-10-27