Tiles Overview

Tiles let you show data using different types of charts and tables on your Dashboard (Onboarding)

The Dashboard lets you tell the story using different types of beautifully designed charts and tables, collectively called Tiles. 

There are four different tile types:

In addition there are the following special tiles

  • Income Statement Tile
  • Balance Sheet Tile
Add a Tile

To add a tile, click on the ellipsis next to the title of the Dashboard and choose "Add New Tile".

Move a Tile

You can move the tiles around and place them anywhere you want. To do that, click on the ellipses next to the title of the tile you want to move, and choose "Move". Now you can move your mouse (or finger) to drag the file to the new location and drop it there. Other tiles will automatically re-arrange to fill in any gaps created by the move.

Clone a Tile

To clone an existing tile, click on the ellipsis next to the title of the tile you want to clone and choose "Clone". This will create an exact copy of the tile which you can then edit and update.

Edit a Tile

To edit a tile, click on the ellipsis next to the title of the tile you want to edit and choose "Edit".

Delete a Tile

To delete a tile, click on the ellipsis next to the title of the tile you want to delete and choose "Delete". This will remove the tile permanently. There is no way to undo this step, so please be careful.

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