> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tangoanalytics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the lease dashboard

> View and customize visual report dashboards on the lease home.

The lease dashboard displays report results in visual formats including charts, tables, and graphs. Each element on a dashboard is a separate system-generated report.

<Steps>
  <Step title="Open the dashboard">
    From the lease home, click **Dashboard**.

    <Note>Dashboards may take a moment to load. Data on dashboards is refreshed once per day from the backend data warehouse, so results may be up to 24 hours old.</Note>
  </Step>

  <Step title="Navigate tabs and pages">
    Use the tabs at the top to switch between dashboard sections (for example, Financials, Portfolio). Within each tab, navigate between pages to see different groupings of reports.
  </Step>

  <Step title="Apply filters">
    Filters at the top of each page control the results shown on that page. Click a filter field and make your selection — the dashboard reloads automatically with updated results.
  </Step>

  <Step title="Save a customization">
    To save your filter selections for future use:

    1. Click the **gear icon** and select **Save Current Customization**.
    2. Enter a descriptive name (for example, "Texas Leases").
    3. Optionally check **Make Default** to apply this customization automatically every time you open the dashboard.
  </Step>

  <Step title="Apply or clear a saved customization">
    * To apply a saved customization: click the gear icon, select **Apply Saved Customization**, and choose from the list.
    * To reset: click the gear icon and select **Clear My Customization**.
  </Step>

  <Step title="Export results">
    * **Full page:** click the gear icon and choose **Export to Excel** (or print to HTML or PDF).
    * **Individual report:** click the **Export** button below the specific chart or table. Use the **Data** option to export the underlying data rather than the graphic.
  </Step>
</Steps>

<Tip>When reviewing time-sensitive data, keep in mind that dashboard results can be up to 24 hours old. For real-time data, use General Reports instead.</Tip>