Build your first dashboard

In this walkthrough, you'll build a workspace activity overview with three at-a-glance metrics and a breakdown of your most active projects.

Example: Active recipes dashboard

Before you start

This walkthrough assumes your workspace has some recipes running. If you're new to Workato, create your first recipe first, then return here.

Follow the Report builder or Query builder tabs throughout. The query builder requires more manual configuration: you'll build filter conditions, summarize data, and sort results for each chart.

PRIVATE BETA

The report builder is in private beta. Private beta features are available in production to select users. Contact your Customer Success Manager to enable this feature.

Workato may update feature functionality or change availability without prior notice during the private beta.

Create a new dashboard

Complete the following steps to create your dashboard:

1

Go to Platform > Insights and select Create dashboard.

Create a new dashboard

2

Name your dashboard Workspace activity and select the Blank template.

Name your dashboard

DASHBOARD TEMPLATES

The Blank template lets you build a dashboard from scratch. Dashboard templates are also available for common workspace and project views.

3

Click Create dashboard to open the dashboard editor.

About the dashboard editor

The dashboard editor has four main areas:

• Components panel: contains the components you can add to your dashboard, including containers, text, dividers, and chart components.
• Dashboard canvas: the area your viewers see. Drag components here to build your layout.
• Editor panel: contains buttons to preview, save, and exit the dashboard.
• Component properties panel: appears when you select a component, letting you configure it.

Clicking Edit on a chart component opens the chart editor, where you set up the data query and choose how to display the results.

The components panel looks different depending on whether you have report builder access:

Dashboard editor with Report builder: the components panel shows specific chart types (Number, Table, Bar, and others) along with a Filter group option

Dashboard editor with Query builder: the components panel shows a generic Chart component and a Filter group option

Set up your layout

Complete the following steps to set up your layout:

1

Clear the existing charts from the canvas by selecting each component and clicking Delete.

2

Drag chart components from the components panel onto the canvas:

• 3 Number chart components
• 1 Table chart component

• 4 Chart components

3

Drag chart edges and corners to resize and arrange the charts.

Target layout: three number charts on the top row, table spanning full width below

Target layout: three charts on the top row, one chart spanning full width below

DISPLAY COMPONENTS

Add Container and Text block components to provide context and help viewers understand what each chart represents. Use headings and descriptions to add background.

Configure your charts

Select a chart on the canvas and click Edit to open the chart editor. The Report builder lets you pick a pre-built metric with minimal configuration. The Query builder requires you to build the query yourself step by step.

QUERY BUILDER PATTERN

Each chart in the query builder follows the same pattern:

• Select a data source
• Add Filter steps to narrow the data
• Add a Summarize step to aggregate it into a metric
• Configure Chart settings to choose how it's displayed

The results table updates after each step so you can see what your query returns.

Chart 1: Active recipes

This number chart shows how many recipes are currently running in your workspace. Use this to verify that your automations are running as expected.

Active recipes chart

1

Select the Number chart component and click Edit.

2

Set Metric to Active recipes.

Active recipes chart configured in the Report builder

3

Click Save to page to add the chart to your canvas. This doesn't save the dashboard itself. You'll save the dashboard at the end.

1

Select the Chart component and click Edit, then set:

• Source type: Workspace data
• Data source: Recipes

2

Click + and select Filter, then set:

• Data column: Is active
• Condition: Yes

3

Add a Summarize step:

• Metrics: Count of rows

4

Configure Chart settings:

• Type: Number
• Data column: Count of rows
• Label: Active recipes

Active recipes chart configured in the query builder

5

Click Save to page to add the chart to your canvas. This doesn't save the dashboard itself. You'll save the dashboard at the end.

Chart 2: Total jobs (last 30 days)

This number chart shows how many jobs ran in your workspace over the past 30 days. Use this to measure how actively your automations are being used.

Total jobs chart

1

Select the Number chart component and click Edit.

2

Set Metric to Started jobs.

3

Click + Add filter and set:

• Data: Event time
• Condition: within
• Value: Last 30 days

4

Set Label to Total jobs (last 30 days).

Total jobs chart with date filter and custom label

5

Click Save to page.

1

Select the Chart component and click Edit, then set:

• Source type: Workspace data
• Data source: Job history

2

Add a Filter:

• Data column: Started at
• Condition: within
• Value: Last 30 days

3

Add a Summarize step:

• Metrics: Count of rows

4

Configure Chart settings:

• Type: Number
• Data column: Count of rows
• Label: Total jobs (last 30 days)

Total jobs chart with date filter and custom label

5

Click Save to page.

Chart 3: Successful jobs (last 30 days)

This number chart shows how many jobs completed without errors in the past 30 days. Use this alongside total jobs to see how reliably your automations are running.

Successful jobs chart

1

Select the Number chart component and click Edit.

2

Set Metric to Successful jobs.

3

Click + Add filter and set:

• Data: Event time
• Condition: within
• Value: Last 30 days

4

Set Label to Successful jobs (last 30 days).

Successful jobs chart with date filter and custom label

5

Click Save to page.

1

Select the Chart component and click Edit, then set:

• Source type: Workspace data
• Data source: Job history

2

Add a Filter:

• Data column: Is successful
• Condition: Yes

3

Add a second Filter:

• Data column: Started at
• Condition: within
• Value: Last 30 days

4

Add a Summarize step:

• Metrics: Count of rows

5

Configure Chart settings:

• Type: Number
• Data column: Count of rows
• Label: Successful jobs (last 30 days)

Successful jobs chart with date filter and custom label

6

Click Save to page.

Chart 4: Top active projects

This table ranks your projects by the number of active recipes. Use this to see which projects have the most automations running and understand automation adoption across teams or departments.

Top active projects chart

1

Select the Table chart component and click Edit.

2

Set Dimensions to Project name.

3

Set Metrics to Active recipes.

4

Click + Add sort and set:

• Data: Active recipes
• Order: Descending

5

Set Title to Top active projects.

Top active projects table configured with dimensions, metrics, and sort order

6

Click Save to page.

1

Select the Chart component and click Edit, then set:

• Source type: Workspace data
• Data source: Recipes

2

Add a Filter:

• Data column: Is active
• Condition: Yes

3

Add a Summarize step:

• Metrics: Count of rows
• By data column: Project name

4

Add a Calculated column step to rename the column. The Summarize step labels this column Count of rows. Rename it here so it appears with a user-friendly name in the table:

• Column name: Active recipes
• Column expression: Count of rows

5

Add a Sort step:

• Data column: Active recipes
• Order: Descending

6

Configure Chart settings:

• Type: Table
• Title: Top active projects
• Displayed columns: Select Project name and Active recipes

Top active projects table configured with dimensions, metrics, and sort order

7

Click Save to page.

Save your dashboard

Complete the following steps to save and view your dashboard:

1

Click Save in the dashboard editor.

2

Click Preview to see how your dashboard looks to viewers.

Example: Active recipes dashboard

Your dashboard shows:

• Three key metrics about workspace activity
• A table of your most active projects

3

Click Exit to return to the Insights homepage.

Your dashboard updates automatically as new jobs run in your workspace.