Build your own real-time views of quotes, invoices, payments, events, and purchase orders—with widgets, charts, and filters you control.
What Are User Dashboards?
User Dashboards let you build personalized, at-a-glance views of your LASSO data. Instead of digging through events, you assemble a page of widgets—data tables, KPI tiles, charts, calendars, kanban boards, and timelines—each pulling live from a data source like Quotes, Invoices, or Events. You choose the data, the filters, and how it's displayed.
Highlights:
A widget library—Data Table, KPI Tile, Bar Chart, Line Chart, Kanban, Calendar, and Timeline
Live business data—Quotes, Invoices, the full payments family (Payment Requests, Payment History, Recorded Payments, Payouts), Purchase Orders, and Events
A template gallery to start from a ready-made widget, or build one from scratch
Powerful filtering—combine conditions with AND/OR, filter by relative dates ("last 30 days") that stay current, and add quick sub-filter tabs to any widget
A drag-and-drop grid—arrange and resize widgets however you like, across multiple tabs
Multiple dashboards organized into sidebar folders, with sharing to specific people, groups, or your whole organization
Export to CSV from any table widget
Everything you build saves automatically to your account, so your dashboards follow you across devices and sessions.
This article covers creating, organizing, and sharing dashboards. For everything about widgets—adding, customizing, filtering, arranging, and exporting—see User Dashboards: Managing Widgets.
Getting Access
User Dashboards live in the top navigation bar under Dashboards → User Dashboards.
The feature is enabled per account. If you don't see User Dashboards in the Dashboards menu and think you should, contact your LASSO administrator or LASSO Support.
The data sources you can use are scoped to your permissions. You'll only see the sources—and the templates that use them—that you're entitled to. For example, if you don't have access to payments, the payments-related sources and templates won't appear in your gallery.
The first time you open User Dashboards, you'll start with no dashboard—you'll create your first one in a couple of clicks (see Creating Your First Dashboard below).
Key Concepts
A few terms are worth knowing up front:
Dashboard—a named page (with an icon and a visibility setting) that holds one or more tabs of widgets. You can have several dashboards.
Tab—a horizontal tab inside a dashboard. Widgets live on a tab, so you can separate, say, a "Sales" tab from a "Finance" tab within the same dashboard.
Widget—a single tile on the grid: a table, KPI, chart, calendar, kanban board, or timeline.
Data source—the LASSO records a widget draws from (Quotes, Invoices, Events, and so on). Every widget is bound to exactly one source.
Visibility—who can see a dashboard: Private, Shared (specific people or groups), or Organization.
The Dashboard Workspace
The workspace has four main regions:
Left sidebar—your list of dashboards, optionally organized into folders (called Groups). Dashboards other people have shared with you appear in a separate Shared with me section below your own.
Header—the dashboard's name and icon, a visibility badge, a Share button (owners only), the Add Widget button, and the Edit / Done toggle for entering edit mode.
Tab bar—the tabs within the current dashboard (shown when there's more than one tab).
Grid—the canvas where your widgets are arranged.
If you can only view a dashboard someone shared with you, you'll see a View only badge instead of the edit toggle.
Creating Your First Dashboard
When you open User Dashboards for the first time, you'll see an empty state inviting you to create your first dashboard.
Click New Dashboard (also available any time from the + button at the top of the sidebar → New Dashboard).
In the New Dashboard dialog, set:
Name—for example, "My Dashboard." This is required—the Create button stays disabled until you enter one.
Icon—pick from 31 icons (Home, Wallet, charts, Calendar, Package, Truck, Users, and more). Defaults to Home.
Visibility—Private (only you), Shared (specific people or groups), or Organization (everyone in your org). Defaults to Private; you can change this later from the Share drawer.
Click Create Dashboard.
Your new dashboard opens with an empty first tab. Click Add Widget to get started—pick from the template gallery or build a widget from scratch. See User Dashboards: Managing Widgets for the full walkthrough.
Organizing Dashboards With Folders
Once you have several dashboards, you can group them into collapsible folders (called Groups) in the sidebar.
Create a Group:
Click the + button at the top of the sidebar → New Group.
An inline field appears at the bottom of your list—type a name and press Enter (Esc cancels).
Move dashboards and reorder:
Drag any of your dashboards to reorder them, or drop one onto a group header to move it into that group. The group expands automatically so you can see it land.
Drag a dashboard to the empty space below the list to move it back out to the top level.
Drag a group header to move the whole folder; groups don't nest inside one another.
Manage a group with its ··· menu: Rename (or double-click its name) and Delete group. Deleting a group removes the folder only—the dashboards inside it stay; they just lose their header.
Shared dashboards: dashboards owned by other people appear in a separate, non-draggable Shared with me section, each labeled with who shared it.
Working With Tabs
Each dashboard can hold multiple tabs, so you can split a big dashboard into focused views—say, a Sales tab, a Finance tab, and an Operations tab.
Add a tab—click the + at the end of the tab bar, name it, and confirm.
Rename a tab—double-click the tab label, or use the tab's ··· menu → Rename tab.
Reorder tabs—drag a tab left or right along the tab bar into your preferred position.
Remove a tab—the tab's ··· menu → Remove tab. You'll be asked to confirm, since removing a tab deletes its widgets. You can't remove the last remaining tab.
Widgets aren't locked to the tab where they were created, either—move a widget to a different tab by dragging it there. See User Dashboards: Managing Widgets for more on arranging widgets.
Managing tabs doesn't require edit mode. There's an upper limit on tabs per dashboard; if you hit it, LASSO will let you know and ask you to remove one first.
Sharing a Dashboard
Click the visibility badge or the Share button in the header to open the Share Dashboard drawer. Changes are drafted in the drawer and only take effect when you click Save Settings—Cancel, Esc, or clicking outside discards them.
Choose a Visibility:
Private—only you can see this dashboard.
Shared—visible to specific people or groups you choose.
Organization—visible to everyone in your org.
When you pick Shared, a People & Groups section appears. Search (type at least 2 characters) to find a person or group and add them; each added entry shows up in the list with a remove (×) control, and you (the owner) are pinned at the top with an Owner badge. When you pick Organization, a single card confirms that all organization members can view.
Note: switching a dashboard back to Private and saving clears everyone you'd shared it with.
FAQ
Where do I find User Dashboards?
In the top navigation under Dashboards → User Dashboards. If it's not there, the feature may not be enabled for your account—contact your LASSO administrator or Support.
Can I put different topics on one dashboard?
Yes—use tabs. Each dashboard can have several tabs (for example, Sales, Finance, and Operations), and widgets live on a tab. Drag the tabs to put them in whatever order works for you.
Who can see my dashboard?
Whatever you set in the Share drawer: Private (just you), Shared (specific people or groups), or Organization (everyone in your org). Changes take effect only when you click Save Settings.
Can other people edit a dashboard I share?
People you share with can view the dashboard. Editing the layout is done by the owner.
Will I lose my dashboards if I switch computers?
No. Dashboards, tabs, widgets, and layouts save to your account automatically, so they follow you across devices and sessions.
Ready to build? Head to User Dashboards: Managing Widgets to add your first widget. Questions, or something not behaving as described? Contact LASSO Support.