Dashboard and Report Commenting

Comment and collaborate on Reports and Dashboards

Commenting on Dashboards

When using Dashboards users now have the option to comment on individual Reports or the Dashboard as a whole.

Leave a comment

  1. Click the Speech Bubble Icon at the bottom of your Dashboard screen.
  2. Click on a Report or blank space on the Dashboard. These leave comments on the Report widget or at the top of the Dashboard, respectively.
  3. Type your comment and confirm it with the Blue Arrow Icon.

View all comments

  1. Click the Speech Bubble Icon in the right hand bar of the screen.
  2. Select the Comment thread you want to see. If your comment is on a Report, clicking it will bring your screen to the relevant Report.

Thread Indicator

When users have new comments, they will see a small red dot in the sidebar's Comments Icon.

Respond to a comment

  1. Click the Speech Bubble Icon on a Report, at the top of the Dashboard, or click into a thread in the sidebar.
  2. Type your response in the text box below the original comment.
  3. Confirm your response using the Blue Arrow Icon.

Edit a comment

  1. Click the Speech Bubble Icon in the right hand bar of the screen.
  2. Select the Comments thread you want to edit.
  3. Select the three dots next to the Comment you wish to edit. Click Edit and change your message.

Resolve a thread of comments

  1. Open a Comment.
  2. At the top, find the Circled Checkmark Icon.
  3. Click the icon to erase the chain of comments.

Delete a comment

  1. Open a Comments thread.
  2. Click the three dots next to any comment other than the first one.
  3. Click Delete.

Add Images

  1. Make a new comment.
  2. Select the Image Icon.
  3. Add your image and upload with the Blue Arrow Icon.

Slack Enabled Commenting

Users are able to mention any other Kubit user, but the mentioned user will only receive notifications if their Slack integration is set up. If the sending user's Slack integration isn't set up, the receiving user will still get a notification, but it will not say who it is from in the Slack message. To set up the integration, read our Integrate Kubit with Slack guide. Once the integration is set up, two new options open up.

Set up a Slack Channel for Comment Updates

  1. Be a Dashboard Manager.
  2. Click the Gear Icon in the top right of the comment sidebar.
  3. Select a channel.
  4. Any time someone comments, the updates will be sent to the specified Slack channel.

Mention other Users

  1. Create a comment.
  2. Use the @ icon to select a user to mention.
  3. Your message will be sent to their Slack.

📘

When a user is mentioned once in a thread they will continue to receive updates about the thread, even if not mentioned again.

Slack Commenting Troubleshooting

Some users have issues with using Commenting if their Slack Integration was set up prior to the feature's release. If you're not receiving Comment notifications, follow these steps.

  1. Remove the App Integration from your slack. Do this by scrolling to the bottom of your channels, find your Apps section, and click the X.

  2. In Kubit, click the User Icon in the top right corner. Select Personal Settings.

  3. In the Slack Integration section, click Disconnect from Slack.


  4. Reconnect to Slack and test the Commenting.