Creating a Dashboard

This guide assumes you are familiar with Dashboards already. If not, please review our high-level docs on API Dashboards.

Moesif does not have any limits on the number of dashboards you can create. Each dashboard can contain an unlimited number of workspaces within it.


  • A workspace is a single chart or “tile” on a dashboard and represents a specific metric.
  • A dashboard is a collection of workspaces. A dashboard can also hold other dashboards like a file directory.

Creating a dashboard

To create a dashboard, you have the following two options:

  • Select + New. In the modal that appears, select Dashboard.

    Creating a dashoard through the create new button

  • Select + Add New Dashboards beside the Saved Dashboards menu item.

    Creating a new dashboard

Saving a workspace to a dashboard

You can save almost every chart you see in Moesif to a dashboard. This includes live event logs, time series, bar chart, heatmap, and funnels. To get started, navigate to the Users or Companies screen to start a new analysis. Within the chart view, set up the filters, group by, and time range options for your chart.

Once you have created a new analysis or chart and are ready to add it to a dashboard, click the orange Save button.

Creating a new dashboard

The Save Workspace modal then appears, allowing you to save the workspace.

Creating a new dashboard

In the modal, you must choose a name for your workspace and select a dashboard to save it to. Use the Select Dashboard dropdown menu to add it to an existing dashboard or create a new one for the workspace.

Creating a new dashboard

You can also set your workspace type in Save Workspace. For more information, see Types of workspaces.

If the date range is relative, such as Last 7 Days, then the chart will always be up to date for latest data. However, if you select an absolute time range, like May 1, 2021 to May 31, 2021, then the chart data will not be refreshed (unless the date range is in the future).

Types of workspaces

You can set the type for your workspace by selecting a type from the Sharing dropdown menu. The following four types are supported:

  • Private
  • Team
  • Public

Custom Product Dashboard

Private workspaces

Only the person creating a private workspace can view it. Other team members with access to Moesif can’t view this chart. This holds true even if they have access to the dashboard that you’ve added the chart to. These workspaces are effectively hidden from discovery.

Team workspaces

Anyone can discover team workspaces who has access to your Moesif organization. With team-level sharing, it’s easy to collaborate on KPIs and reports and share with other internal stakeholders.

To see the list of members of your Moesif organizations, select your account icon to bring up the settings menu bar. Then select Apps and Team. For more information, see the documentation on Apps and Team.

Public workspaces

Anyone with the public link can access the chart. Unlike Private or Team sharing, a person can view a public workspace even if they haven’t signed up for Moesif. Public workspaces also belong to a dashboard, but most users leverage public links to share a single chart with a customer or partner.

You can also use public links to embed the chart in markup directly using the <iframe> HTML element.

After saving your workspace, select edit button Share.

Edit Sharing window for a workspace

Then select Save and Generate Public Link to generate public links to your chart. You can choose how you want to share from the Secure Link, iFrame, and Passcode tabs.

Restricting data access

Because public links are intended to be shared with external parties, the data will be sandboxed by your chosen filters.

For example, if you filter by a specific user ID, then anyone with the public link can only access API data made by that specific user ID. Keep in mind not all filters support data sandboxing, but Moesif will show you which filters will be used before saving the link.

By default, public links include a small header containing filter dropdowns and chart name. If you want to hide all elements besides the chart itself, set this to true. Because the filters are hidden, you’ll need to ensure any filters are added when you initially create the template.

To accomplish this, add &hide_headers=true to the generated URL after &embed=true.

Embedded Templates

Embedded templates are a special type of sharing that enables you to build powerful charts and embed them in customer-facing portals. Dynamic fields don’t need to be set until the chart is actually rendered.

Unlike public links which are static, Embedded templates enable the filter criteria to be set dynamically. For example, you may want to dynamically set the user ID to the customer who logged into your web app.

Generally, you will want to use an embedded template to show data to an authenticated user. The data displayed can then be tailored to that users based on, for example, the users ID.