This guide assumes you have already connected your database with Quill. If you haven’t done that yet, check out our onboarding guide here.

When you first get started with the Quill platform, you will see an environment without any dashboards. Click on the “create new dashboard” button to get started.

1. Create a dashboard

Let’s start by giving your new dashboard a name. The dashboard name should be unique, clear, and easy to remember.

If you would like to automatically filter every chart in this dashboard by date, you can keep the date filter option selected. Additionally, if you would like to compare this date range against historical ranges (eg. compare “Last 90 days” against “Previous 90 days”) you can select the Date comparison feature.

Finally, if you would like to automatically filter every chart in this table by a string field on your schema (eg. filtering by user, merchant, etc.) you can add as many string filters as you would like.

Remember, you can always create more than one dashboard.

2. Save your dashboard

When you’re done, go ahead and hit save. You should see your dashboard in the top-left of the screen.

Since Quill automatically partitions by organization, you can select an organization in the top-right to filter any dashboard by (eg. “Acme”) or you can select “All Organizations” to show all data.

3. Manage your dashboards

If you ever want to create a new dashboard, click on the dashboard dropdown and select “New Dashboard”.

You can also edit the settings for any existing dashboard by selecting that dashboard and clicking “Manage” in the dropdown.

That will open the Manage Dashboard modal which allows you to edit the title of the dashboard, add and remove filters, edit the order of charts, and delete the dashboard.

Next Steps

Now that you’ve created a dashboard, you’re ready to create your first chart! Check out our guides on how to create your first chart below.

Create a chart

Build your first dashboard with Quill in less than a minute.