Dashboard Presets

Dashboard presets save a report view so your team can reopen the same analysis without rebuilding it. A preset keeps the selected date range, conditions, breakdowns, and chart layout.

Presets are available for Audience Overview, Responses Summary, and Individual Responses.

Save a preset

1. Open one of the supported report views.
2. Set the date range, filters, breakdowns, and presentation layout you want to reuse.
3. Open Dashboard presets in the report filter bar.
4. Save the current view with a clear name.

Saving a preset does not duplicate responses. It stores the view configuration and applies it to the current report data when opened.

Find and reuse presets

Open Dashboard Presets from the project sidebar. Search by preset or form name, filter by report type, switch between grid and list views, or narrow the list by form collection.

Select a preset to open its report with the saved configuration. The report still uses current data and respects your access to the underlying form.

Keep presets useful

• Name the audience or decision in the preset, such as Enterprise onboarding — last 30 days.
• Save separate presets when different teams need different breakdowns.
• Update or replace presets when the report structure changes.