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Get Started with Dashboards

Gary
  • Updated

How to use Dashboards to create centralized views of data

Dashboards allow you to bring together many important pieces of data into a single location.

Grant Access to Dashboards

To access Dashboards, Users will need to be in a Role that has the "Dashboards" Module Entitlement. The 'Edit' permission will allow a user to create and edit any Dashboard. The 'Read-Only' permission will allow a user to view any Dashboard. Refer to the Module Entitlements for Roles article to learn more. 

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Create Your First Dashboard

1. Navigate to Reports > Dashboard and click + New Dashboard. You'll then be prompted to provide a name for the Dashboard, click Create to continue.

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2. On the "Dashboard / Edit" page, you'll be able to add Reports. Dashboards are made up of one or many Table Reports or Visual Reports. 

3. To add a report to the Dashboard, click + Add Report.
 
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4. In the "Add a Report" modal, you can view all Visual and Table Reports in their respective tabs. To add a Report to the Dashboard, click the + icon to the far right of the Report. 
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Note you can also create a new Report directly by clicking + Create Visual Report or + Create Table Report, search by keyword, or filter by Application.
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5. Repeat steps 3 and 4 above to add all required reports to your Dashboard.

Arrange Visual Reports on a Dashboard

Visual Reports can be reordered and resized by clicking the Gear icon on the chart. You can also reorder reports by dragging-and-dropping them in the desired position.

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Once your Dashboard setup is complete, you can make the Dashboard the Application Home Screen by clicking Set As Home Screen or save it by clicking the X in the top right.
 

 

 

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