How to Add Report Cards to a Dashboard

Report cards are the individual panels that make up a dashboard. Each card shows a specific metric — a bar chart of opportunities by lead source, a stat showing total pipeline value, a line chart of activity over time. This article covers how to add, configure, and manage cards. If you need to create a new dashboard first, start at https://app.trustpager.com/operations/reporting.

Adding a Card

Open any dashboard at https://app.trustpager.com/operations/reporting and use the Add Card button. Give the card a title, choose a visualisation type, pick your data source, and configure the query. Save to add it to the dashboard.

Each card you add lands at position 0 by default. You can reorder cards by dragging them into place on the dashboard.

Visualisation Types

Choose the right chart type for what you want to show:

• Bar chart / Horizontal bar — compare values across categories (e.g. opportunities by stage, revenue by team member)
• Line chart — track trends over time (e.g. opportunities created per week over 12 months)
• Donut chart — show proportions (e.g. opportunity status breakdown, pipeline split)
• Funnel chart — visualise conversion through pipeline stages, with drop-off at each step
• Stat card — single big number (e.g. total pipeline value, close rate, average opportunity size)
• Table — a row per record with the columns you choose, useful for job lists, task lists, outstanding invoices, or raw activity data

Data Sources

These data sources are available when building cards:

Source	What you can measure	Requirements
Opportunities	Revenue, win/loss rates, lead sources, pipeline stages, staff performance	None, available in every workspace
Activities	Logged follow-up volume and cadence: calls, emails, meetings, notes, SMS, broken down by team member, contact, or opportunity	None, available in every workspace
Tasks	Open vs completed tasks, by assignee, priority, category, due date; overdue tracking	None, available in every workspace
Invoices / Receivables	Outstanding balances, aged receivables, amount due/paid, invoice totals by customer or date	Your accounting integration connected at https://app.trustpager.com/auto/integrations plus a one-time receivables sync
Work Orders	Dispatched jobs: who each one was assigned to, which subcontractor it went to, its status and scheduled date. Your own work order fields appear as extra columns, and numeric ones can be summed and averaged	None, available in every workspace
Referrals	Referrals per partner, what converted, and commission. Payment on the referred job comes through as a payment status, so you can report on referrals that have actually been paid	None, available in every workspace
Card Movements	Every time an opportunity moved between stages: out of which stage, into which, on which pipeline, by whom, and when. Covers manual drags on the board, API moves and automation moves alike. Filter Automated Move to false for a people-only view, which is what a per-staff scorecard wants	None, available in every workspace
Bookings	Bookings by type, status (confirmed, attended, no show, cancelled, late, waitlist), host, and who booked. Duration is summable, so booked minutes per host is one card. Filter the start date from today onwards for an upcoming-bookings digest	Your role needs permission to view scheduling
Emails	Emails the workspace sent and what happened to them. Delivery State buckets the outcome into sent, delivered, opened and failed, and Undelivered is the single flag to filter on for a bounce watch, grouped by recipient	Your role needs permission to view email
Voice Agents	One row per voice agent, with how long each has gone without a call. Days Without an Inbound Call counts from the last phone call the agent answered, or from when it was set up if it never has, and Usual Days Between Inbound Calls shows its normal pace over the last 90 days. Also call counts for the last 7, 30 and 90 days, with website calls counted separately. Filter Days Without an Inbound Call at 3 or more and send the dashboard on an Auto Schedule, and you get an email only when a line goes quiet	Your role needs permission to view voice agents

Within the Opportunities source, available measures include:

• Opportunity count
• Opportunity value (sum, average, min, max)
• Products value (sum, average)
• Product count (sum, average)

Dimensions let you break those measures down by pipeline, stage, assigned team member, lead source, status, won/lost reasons, and more.

Custom fields as dimensions: any custom field you have defined on your opportunities (for example Brand, Equipment Type, or Manufacturer) is automatically available as a dimension. Choose it from the "split by" list to group a chart by that field, for example pipeline value split by Brand. New custom fields appear on their own, with no extra setup.

Table Card Columns

A table card can either summarise (one row per group, like revenue per team member) or list individual records (one row per opportunity, task, or invoice). For the record list, choose the columns you want and the order they appear in, and the table shows exactly those.

Any custom field works as a table column, so a job list can show your own fields side by side with the standard ones. For example a Job Profitability table might show Opportunity, Stage, Property Address, Quote Amount, Subcontractor Cost, and Profit, where the last four are custom fields on the opportunity. Column headers use your own field labels.

You can also include the opportunity value, invoice amount due, or invoice total as a column, alongside dates, stages, owners, and custom fields.

Emailed digests show up to 8 columns per table, so keep a table you plan to email to the columns that matter most. On the dashboard the table scrolls sideways if it is wider than the card.

Filters

You can filter a card's data at the card level — for example, to show only Won opportunities, or only a specific pipeline. Set these in the card's query configuration when adding or editing the card.

The dashboard also has a date range filter in the toolbar that applies across all cards at once. Card-level filters refine within that range.

Rolling Date Windows

A card that asks a question about time needs the time to move with the calendar. If you type a date into a filter, the card is right on the day you build it and quietly wrong from then on, and nothing tells you: it keeps rendering a number every week, measuring the wrong thing.

Use a rolling window instead. In a date filter's value, write:

• {{today}} — today
• {{today-28}} — 28 days ago
• {{today+7}} — a week from today
• {{today-3mo}} — three months ago
• {{now-24h}} — 24 hours ago, to the hour

Leave the unit off and today counts in days while now counts in hours. Spell it out with any of min, h, d, w, mo, q or y (minutes, hours, days, weeks, months, quarters, years).

Months and quarters use the calendar rather than a fixed number of days, so one month before 31 March is 28 February, not the 90-days-ago answer you would get from counting.

Some examples worth stealing:

• Opportunities that have stalled: filter a stage-entry date to on or before {{today-28}} and group by stage. That is "open cards nobody has touched in four weeks, and where they are piling up".
• This week's new leads: filter the created date to on or after {{today-7}}.
• Renewals coming up: filter a renewal date between {{today}} and {{today+30}}.

These are what make a card safe to put on a recurring digest. Pair one with an Auto Schedule and the same question gets asked afresh every time it sends.

If you mistype the unit, the card tells you and names the ones it accepts, rather than silently returning nothing.

Card Size

Cards come in three sizes:

• Small (sm) — ideal for stat cards showing a single number
• Medium (md) — good for pie/donut charts and compact bar charts
• Large (lg) — best for line charts, detailed bar charts, and tables that need more room

Set the size when adding the card, or update it later via the card's edit menu.

Editing a Card

Open the card's context menu on the dashboard and choose Edit. You can update the title, visualisation type, data query, filters, and size. Changes take effect immediately.

Reordering Cards

Drag cards to rearrange them on the dashboard. The new order saves automatically.

Removing a Card

Open the card's context menu and choose Remove. The card is deleted from the dashboard permanently. The underlying data is unaffected — you can always add a new card with the same query.

Using Templates

When creating a new dashboard, you can choose a template (e.g. Sales Overview, Pipeline Health, Lead Sources). Templates pre-populate a set of cards with sensible defaults — you can then edit, remove, or add to them. This is the fastest way to get a useful dashboard without building each card from scratch.

Difference Between Cards and Dashboards

A dashboard is the container — it holds a name, visibility setting, and a collection of cards. Cards are the individual metrics inside it. You manage dashboards at https://app.trustpager.com/operations/reporting; you manage cards from inside a specific dashboard at https://app.trustpager.com/operations/reporting (click in to open it).

Managing Cards via the API or MCP

If you're building automations or agent workflows, cards can be managed programmatically using the add_report_card, update_report_card, and remove_report_card MCP tools, or directly via the REST API. This is useful for agents that build dashboards on behalf of clients or generate reporting views from pipeline events.