What you see in ListView — Quick overview of dashboard metadata
In Insentric Reports, each dashboard comes with background details that help describe, sort, and manage it. This background information is called metadata.
You’ll first notice metadata in the ListView when you browse dashboards.
Each row includes metadata fields such as Status, Tags, and Owners. These describe the dashboard, but don’t include the data inside it. You can also filter dashboards using these fields — just use the search bar at the top of the ListView.
Keeping metadata accurate and consistent makes it easier to use Insentric’s search functionality to quickly find reports or dashboards.
This setup makes it easier to manage many dashboards and keeps everything organized for your team.
What is dashboard metadata — Behind-the-scenes dashboard details
Dashboard metadata refers to the settings and descriptions that shape how a dashboard appears and behaves in Insentric. It does not include the data in the charts.
Instead, metadata includes things like dashboard name, owner, tags, layout, and permissions. These details improve search, consistency, and access control across your team’s workspace.
Key metadata fields — What you can change
To view or edit metadata for a dashboard, click the edit (pencil) icon next to its name in ListView. This opens the metadata settings panel.
The table below shows the main metadata fields available in Insentric and what each one controls:
| Field | Description |
|---|---|
| Name | The dashboard’s display name, shown in the header and workspace listings. |
| URL Slug | A readable version of the dashboard’s URL. Auto-generated from the name but can be changed. |
| Owners | Users who can edit or manage the dashboard. You can search for users by name or username. |
| Roles | Roles with access to the dashboard. If a role is listed here, it overrides dataset-level permissions. |
| Color Scheme | Sets the dashboard’s chart colors for a consistent visual style. |
| Certified By | The person or team who reviewed and approved the dashboard as trustworthy. |
| Certification Detail | Optional tooltip next to the certification badge — useful for version notes or review info. |
| Tag | Labels that group dashboards into categories. Tags help you search and sort dashboards easily. |
| JSON Metadata | Advanced settings saved in a JSON object. It defines layout, filter behavior, and refresh logic. Power users can edit this. |
JSON Metadata — Advanced behavior settings
The JSON Metadata field controls advanced dashboard behavior. It’s auto-generated when you save a dashboard, but experienced users can edit it manually.
Example JSON:
{
"cross_filters_enabled": true,
"refresh_frequency": 300,
"color_scheme": "insentric_default"
}
This example enables cross-filtering, sets a 5-minute refresh time, and applies the default color scheme.
