3.4 Organizing dashboards and datasets with collections

Organization is key to productivity, and after connecting datasets and creating dashboards in your Luzmo account, collections will help you keep everything organized and make it easier to share your work.

You may create collections by clicking on the plus sign next to My Collections and providing a name for the collection. You may then add datasets or dashboards by either clicking and dragging them onto the collection name, by selecting “Add to collection” in their three dot menu or by selecting multiple items and selecting “Add selected to collection”. You may open a collection by simply clicking on the name and by clicking on the three dot menu you may rename, share or delete the collection.

There’s also a special collection named “My Favorites” to which you can add items by clicking on the star below each thumbnail in grid mode or to the right on list mode. Note that the Favorites collection cannot be shared or renamed.

How you will use Collections will depend a lot on how your business or SaaS product is structured. We’ve highlighted the most common use cases below, but there are many more.

• Organize by client: when you serve custom dashboards to many different clients.
• Organize by user persona: your platform may be used by multiple user personas with different reporting needs and access rights.
• Organize by department or branch: for example, a retailer with multiple branches may want to organize dashboards by branch.
• Organize by development phase: if you’re creating dashboards to embed in your SaaS product, you can separate test versions and iterations from in-production dashboards.

One dashboard or dataset can belong to multiple Collections, so you can even combine these ways of organization. The sky's the limit!

You can share collections in the left-hand navigation with just a few clicks or via the "..." just next to the Collection title on top. While you’re sharing Collections, you can immediately decide who gets to view vs edit dashboards. Stay in full control of your dashboards and datasets - and who gets to manage them - at any time.

You may learn all about how to embed dashboards using collections by following the Embed dashboards using Embed tokens course.