GlimpseBI
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Presets

Install a complete, curated dashboard — charts and layout — in one click. Export your own dashboards as shareable preset files, or upload one you were given.

Step by step

  1. 1Open Glimpse BI → Charts and find the Presets section.
  2. 2Pick a preset card. If it needs a specific plugin or tables, the card tells you before you install.
  3. 3Click Install — Glimpse BI creates the preset’s charts and a dashboard.
  4. 4If a dashboard of that name exists, choose Replace or keep both.
  5. 5To share your own, export a dashboard to a preset JSON file; others upload it to recreate it exactly.
yoursite.com/wp-admin/admin.php?page=glimpsebi-charts
The Glimpse BI chart library — saved charts with live previews, type filters, and presets.

Safe installs

Before creating anything, an install checks that required tables exist. If a preset needs tables outside your allowlist, it asks for explicit consent before adding them — it never silently widens what’s chartable.

Round-trips

A preset is a self-contained JSON bundle of chart definitions plus a dashboard layout. Export → upload reproduces an identical dashboard on another site, which makes presets a clean way to standardize reporting across many installs.

Reference

FormatSelf-contained JSON bundle
Install createsCharts + one dashboard
ConflictsReplace or keep both
AllowlistExplicit consent before widening
NextExports

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