Custom dashboard views & drill-through

Outcome

You can save a dashboard configuration as a named view that you (or others) can return to with a single click, share a view link via URL, and make a view your default landing page.

Prerequisites

Scope	What it lets you do
reports.read.*	Whatever data the view needs
reports.view.write	Save your own personal views
reports.view.publish	Publish a view as available to others

A configured dashboard (7.1 — Dashboards & scheduled email) and at least one set of filters worth saving.

What a view captures

A view is the persisted state of the dashboard:

Captured	Notes
Selected facility	One or all.
Date range	Absolute (2025-01-01..2025-03-31) or rolling (Last 30 days).
Panel selection	Which panels are visible.
Panel filters	Per-panel filter state (e.g. denial trend by payer).
Layout	Column ordering and sizing.

A view does not capture the underlying data — every load runs the live query.

Steps to save a view

1. Configure the dashboard the way you want — pick filters, pick panels, arrange the layout.

2. Click Save view in the dashboard's view picker (top-right). The dialog asks for:

   • Name — display label.
   • Visibility — Personal (only you see it) or Shared (anyone with the relevant scopes does).
   • Default for me? — make it your landing page.

3. Confirm. The view appears in the picker for your account; if shared, it appears for teammates as well.

Steps to share via URL

The dashboard URL carries ?view=<id>:

1. Open the view from the picker.

2. Copy the URL from the address bar. Anyone with the right scopes who opens that URL lands on the same view.

3. Paste into chat or email. The recipient does not need to add the view to their picker; the URL is enough.

Drill-through pattern

Every panel respects the drill-through pattern: clicking a chart element opens the underlying list page filtered to the click context.

Panel	Click target	Lands on
AR + days-in-AR bar	An aging bucket	/claims?ageBucket=…
Revenue by facility bar	A facility / month	/charges?facilityId=…&month=…
Denial trend point	A month	/denials?month=…
Claim status funnel	A status	/claims?status=…
Auth utilization meter	An auth	/authorizations/:id

Drill-through preserves your dashboard filters where applicable (if your dashboard is filtered to facility A, drilling from a point inherits the facility filter unless the click context overrides it).

Steps to manage shared views

1. Open /reports/views. The list shows all views you can see — your personal ones and shared ones for which you have scope.

2. Edit any view you own (Personal you saved, or Shared if you have reports.view.publish). Edit name, visibility, default flag.

3. Delete a view with the row menu. Personal views you own can be deleted at any time; shared views require reports.view.publish. URL links pointing at a deleted view fall back to the default dashboard.

Validation

Check	Expected
Saved view appears in the picker	Yes.
URL with ?view=<id> opens the same configuration on a second device	Yes.
Drill-through inherits dashboard filters	Yes; click context overrides where applicable.
Default view loads when you open /dashboard directly	Yes.

Troubleshooting

Symptom	Cause	Fix
Shared view missing for a teammate	They lack required scopes for one or more panels	Have a tenant admin grant the scope, or save a leaner view.
URL opens an empty dashboard	The view was deleted	Save a fresh view; share the new URL.
Drill-through opens the list with no filter	Underlying dataset has no month / facility field for that panel	Confirm the panel produces drill-through context (some custom panels do not).
Save view button greyed	Missing reports.view.write	Ask for the scope.

Next

7.3 — Issues queue triage