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Dashboard Overview

< 1 min read

The Dashboard gives you a quick look at content activity within your reporting period. It reflects the same data that appears in your snapshot report.

What You’ll See #

The dashboard displays counts and grouped totals for:

  • Total active items in the reporting window
  • Items by Type
  • Items by Platform
  • Items by Product (if used)
  • Counts by ChangeType (Cosmetic, Substantial, Technical, Archived)
  • Active Draft vs. Active Published
  • Version and activity summaries
  • Current period dates (mirrored from the Config tab)

All dashboard metrics use:

  • Active = TRUE
  • The date column defined in PeriodDateKey
  • PeriodStart and PeriodEnd from the Config tab

What Not to Edit #

Avoid editing:

  • C4 and C5 (mirrors of Config dates)
  • AA-column reference keys
  • Named ranges used by the dashboard

Changing these will break formulas, filters, or charts.

When to Refresh #

If your sheet grows or shrinks significantly, or if charts stop matching the data range, run:

Content Tools → Admin → Refresh Dashboard Range

This adjusts the underlying named range so your charts and tiles always reference the correct rows.

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