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Dashboards

Creating a Dashboard

A dashboard is a container of multiple Dashboard Parts, which can be used to show report data in charts and graphs.

  1. Click the Cog icon on the top-right of the page.
  2. Click Add Dashboard.
  3. Enter a Dashboard Name, This will be displayed where the dashboard is.
  4. Optionally add a Description.
  5. Click the Add button.

 

Editing a Dashboard

  • Click the Cog icon on the top-right of the page.
    • Click Rename to edit the dashboard's name.
    • Click Remove Dashboard to delete it.
  • Re-order the dashboards by clicking and dragging the name tab.

 

Creating a Dashboard Part

A dashboard part is used to show report data in charts and graphs.

  1. Click the Cog icon on the top-right of the page.
  2. Click Add Part.
  3. Select a Part.
  4. Optionally change the part's Name or add a Description.
  5. Select a width for the dashboard part.
  6. Click the Add button

 

Editing a Dashboard Part

  • Click the Menu icon (Three horizontal lines) on the top-right of the dashboard part.
    • Click Remove Part to delete it.
    • Click Collapse to collapse the part, click Expand to expand back to normal.
    • Click Fullscreen to make the part larger, or Exit Fullscreen to go back.
    • Click Refresh to update the data.
    • Hover over Export for options to export the data in different formats.
  • Re-order the dashboard part by clicking and dragging on the title bar of the part.
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