How to create, display, update, and troubleshoot dashboards in Sanka.
Last updated: May 29, 2026
Dashboards collect saved reports into one view so teams can monitor important numbers from the dashboard page or Sanka home screen. This guide explains what dashboards control, how they relate to reports, and what to check when a dashboard is empty or shows unexpected results.
What dashboards control
A dashboard is a saved collection of reports. It does not calculate numbers independently. Each widget depends on the report settings, the source records behind that report, and the viewer's permissions.Common dashboard settings include:
Name: the label users see in the dashboard list and home widget selector
Reports: the saved reports shown on the dashboard
Home widget placement: where the dashboard appears on the Sanka home screen
Permissions and modules: who can view the dashboard and the records used by each report
If a dashboard looks wrong, review the included reports first. A dashboard can only show the report result that is available to the current user.
Expected behavior
When a dashboard is configured correctly:
It appears in the dashboard list unless it is deleted or hidden by the current view.
It can include one or more saved reports.
It can be added to the Sanka home screen through widgets.
Its numbers change when the underlying report settings or source records change.
Users may see different results if their roles, modules, object access, or record visibility differ.
Deleting a dashboard removes the dashboard view. It does not delete the reports or business records behind the dashboard. Deleting or archiving an included report can make the dashboard widget empty or incomplete.
Review a dashboard with AI
Ask AI to review the dashboard structure before changing it. This is especially important when the dashboard is used for executive, finance, sales, or operations reporting.
Sample prompt
/sanka Review this Sanka dashboard before making changes. List the included reports, what each report measures, the source objects, filters, date ranges, dashboard home placement, user permissions to consider, and any report that is empty or stale. Do not update or delete the dashboard yet.
After the review, confirm whether the issue belongs to the dashboard, an included report, the source records, or the user's permissions.
Create a dashboard
Open Dashboards from the left menu.
Click New in the top right corner.
In Create Dashboard, enter a name and select the reports to include. You can select multiple reports. If no reports exist yet, create the reports first.
Click Create.
Display a dashboard on the home screen
Open the Sanka home screen.
Click Edit Widget in the top right corner.
Review the current widget layout. The getting started guide may appear by default.
Click the + button to add a widget area.
A new frame is added.
Click the new frame and select the dashboard you want to display.
Click Update.
Return to the home screen and confirm that the dashboard appears.
Update or delete dashboards
To update a dashboard, open Dashboards and select the dashboard.Open the dashboard record. You can also review the included reports from this view.Click Edit.Update the name or included reports, then click Update. Use Delete only after confirming that the dashboard is no longer needed.You can also delete a dashboard from the list by selecting the checkbox and choosing Delete. Deleted dashboards cannot be restored from the normal dashboard screen.
Troubleshooting
A dashboard is empty
Check whether the dashboard includes reports, whether those reports still exist, and whether each report returns data when opened directly. If the report is empty, troubleshoot the report settings and source records.
A dashboard does not appear on the home screen
Open Edit Widget on the home screen and confirm that the dashboard is selected in a widget frame. Also check whether the dashboard was deleted, renamed, or replaced.
A user cannot see the same dashboard or numbers
Compare the user's role, module access, object access, record visibility, and report permissions. Dashboards can look different when users cannot access the same source records.
Dashboard numbers do not match expectations
Open each included report and check the object, metric, filter, date range, and breakdown. If the report is correct but the dashboard still looks stale, refresh the page and check recent report or source record changes.
A dashboard changed after an import or integration sync
Dashboards reflect the reports they contain. If source records changed through import, integration sync, actions, workflows, or manual edits, the dashboard result can change even if the dashboard settings did not.
Checkpoints
Before replying to a customer about a dashboard issue, identify whether the problem is the dashboard placement, the included report, the source records, or the user's access.
Search Sanka...
Review dashboard changes
Logs
Search logsAll actionsAll dates
ID / ActionDateTarget / ItemChangeActor
3Reviewed dashboard2026/05/10 11:00Sales overview dashboardChecked included reports and home widget placementClaude / Codex
2Updated dashboard reports2026/05/10 11:15Sales overview dashboardAdded MRR by owner and order sales reportsSanka user
1Updated source report2026/05/10 11:35Order sales reportChanged date range from created date to order dateSanka user
For reporting issues, review the dashboard together with each included report and the source records behind the report.
Open the dashboard record. You can also review the included reports from this view.
Click Edit.
Update the name or included reports, then click Update. Use Delete only after confirming that the dashboard is no longer needed.
You can also delete a dashboard from the list by selecting the checkbox and choosing Delete. Deleted dashboards cannot be restored from the normal dashboard screen.
