Overview

The Overview tab is an auto-generated dashboard for the whole dataset - a grid of charts, one per field, plus a running total of responses. It is your pulse check: the first stop when you want to see what is in the data before diving into a single field or record.

It is one of up to three tabs for the same dataset - Documents, Responses, and Overview - all reading the same published records.

Why use the Overview tab?

Overview gives you the shape of the whole dataset at a glance, with no setup. From here you can:

• Get a real-time summary of every text field in the dataset.

• See every field charted automatically, each in a default bar chart visualization.

• Filter and break down the entire dashboard at once.

• Spot patterns before drilling into a specific field or record.

Understanding the interface

The tab has two parts:

• A left sidebar with Filters and Breakdown sub-tabs, each showing an active-count badge.

• A main area with a Total Responses count at the top (which respects your active filters) and a responsive grid of chart widgets below — one widget per field.

How the charts are generated

The dashboard reads every field in your template and creates one widget for each, choosing a chart type automatically:

• An author chart always comes first - responses grouped by contributor.

• Choice and number fields become bar charts.

• Open-text fields become an AI summary or AI categorization, depending on what is available for your workspace.

There is nothing to set up, the dashboard builds itself from your template.

Changing what a widget shows

• For charts, switch between Bar & Pie.

• For AI widgets, where they are enabled, switch between Summary, Thematic, & Attributes.

Filtering and breaking down the whole dashboard

• The Filters sub-tab holds the same automatically generated filters as the other tabs. The Total Responses count and every widget respect them, and your selections carry across Documents, Responses, and Overview within a session.

• The Breakdown sub-tab lets you pick a second field; every chart then re-runs, grouped by it.

• Click any chart segment to add it as a filter across the whole dashboard — every widget updates to match.

When filters are active, any widget with no matching data is hidden, so you never end up looking at a page of empty charts.

Widgets load as you scroll to them, so a large dashboard stays responsive. A chart you have not reached yet may take a moment to draw when it comes into view.

Tips for working in Overview

• Start here for a pulse check before moving into Documents or Responses.

• Use Breakdown to slice the entire dashboard by one dimension at once — for example, every field grouped by region.

• Click a chart segment to filter everything to it; it is faster than building the filter by hand.

• Empty charts disappearing under a filter is expected behavior, not a fault.