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Dashboards let you turn the data you already collect in Forerunner into counts, breakdowns, and trends, without exporting to spreadsheets or outside tools. The same records you filter in saved views become charts you can read at a glance, right where you work. Answer the questions your team already asks: how many permits this quarter, what’s the breakdown by status, whether the team is keeping up.

Add charts to a view

Attach counts, breakdowns, and trends to any saved view, scoped to that view’s filters

Build a standalone dashboard

Combine charts across record types on one page for leadership and compliance reporting

Filter by date

Apply a single date range across every chart on a dashboard

Drill through to records

Click any number to see the records behind it

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Two ways to use dashboards

Forerunner gives you two places to visualize data, depending on whether you want charts alongside a specific view or a dedicated reporting page.

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Chart types

Five chart types cover the most common questions:

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Inline charts on a saved view

Any saved view can have charts attached to it. The data is scoped to that view’s filters, and charts update live as records change.
1

Open a saved view

Navigate to the table and select the saved view you want to chart.
2

Open the dashboard panel

Click the “Dashboard” button in the table toolbar. A side panel opens showing any charts already added to this view.
3

Add a widget

Click the “Add widget” card at the bottom of the panel to open the chart configuration modal.
4

Configure and save

Choose a chart type, set what you’re measuring and how to group it, then save. The chart appears in the panel and updates as the view’s records change.

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Standalone dashboards

Standalone dashboards live on the Dashboards page in the sidebar. They pull data from any saved view in the account, so you can combine metrics across record types on one page: permits alongside inspections, code cases alongside complaints.

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Creating a dashboard

1

Open the Dashboards page

Click “Dashboards” in the sidebar. This page lists every standalone dashboard in your account, with the name and last-updated date on each card.
2

Add a dashboard

Click “Add” to start a new dashboard.
3

Name it to save

Enter a name. Until you name it, the dashboard stays a draft.
4

Add charts

Once saved, the toolbar shows a date range picker and an “Add chart” button. Charts are organized into two sections: summary metrics at the top for single-value counts, and charts below for bar, line, pie, and table.

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Adding and configuring a chart

Clicking “Add chart” on a dashboard or “Add widget” on a saved view opens the same configuration modal.
1

Pick a chart type

Choose Metric, Bar, Line, Pie, or Table from the icon grid.
2

Set the measure and grouping

Set the measure (what you’re counting) and the group by (how to slice it).
3

Refine the chart

Optionally add filters, limit how many categories show, or adjust chart-specific options like a cumulative line or donut pie. A live preview updates as you configure.
4

Set the width

For standalone dashboards, choose a chart width of Quarter, Half, or Full.

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Filtering by date

Standalone dashboards have a date range picker in the toolbar that filters every chart at once.
  • Choose a preset (Last 7 days, Last 30 days, Last 90 days) or a custom range.
  • Each chart specifies which date field the filter applies to. The default is Created date.
  • To keep a chart from responding to the range, such as an all-time total, check “Ignore the dashboard’s date filter” in that chart’s configuration.

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Drilling through to records

Every chart that shows aggregate data can drill through to the records behind it.
1

Open the chart menu

Click a chart card and select “View data.”
2

Review the records

Forerunner opens the records table with the chart’s filters applied, so you see exactly which records make up that number.

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Who can build dashboards

Users with the manager or creator role can build dashboards and inline charts, the same permission model as saved views and automations. Other users can view dashboards but won’t see the creation controls. Dashboards are shared across the account.

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Tips

Inline charts inherit the view’s filters, so a well-scoped view gives you accurate charts with no extra configuration.
Put single-value counts in the summary section at the top of a dashboard so the most important numbers read first, with breakdowns and trends below.
A chart measuring completed work should filter on a completion date, not Created date. Set the date field in each chart’s configuration so the global range means what you expect.
If a count looks off, use “View data” to see the underlying records and confirm the chart is measuring what you intended.

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Troubleshooting

If a field a chart references was renamed or removed, a breaking-changes warning surfaces which charts are affected. Open the chart’s configuration and point it at the current field.
Check whether “Ignore the dashboard’s date filter” is enabled on that chart, and confirm the chart’s date field is the one you want the range to apply to.
Creating dashboards and charts requires the manager or creator role. If you only have view access, ask an administrator on your account.