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Create Dashboards

Gary
Updated

How to use Dashboards to create centralized views of data

Dashboards allow you to bring together important data from multiple Applications 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. 

 

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 Gear icon and selecting Set As Home Screen or save it by clicking the X in the top right.
 

Dashboard Icons

Both Visual and Table Reports include icons that provide quick access to additional features. Note that some icons may not be visible depending on your permissions and enabled functionality.

  1. Filter – Displays the number of active filters and allows you to view them in the Table Report. 
  2. Spark AI – Enables and displays an AI-generated summary within the Table Report. 
  3. View (Table Report) – Opens the full Table Report in a dedicated view. 
  4. Refresh – Updates the report data to reflect the most recent information. 
  5. Download – Export options for the Table Report which includes attachments (if available). 
  6. Edit (Pencil) – Allows inline editing of supported fields within the Table Report.

The View icon is also available on Visual Reports, where it opens the full report in a dedicated view.
 

 

 

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