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Guide: Build a Dashboard

Follow the steps below to create a Dashboard

Create a Dashboard

  1. Go to the Reports page and click Add

  2. Click Folder if you'd like a place to store your Dashboard and enter a name, or click Dashboard to create one without placing it in a Folder

    Screenshot 2024-12-10 at 16.36.23.png

NOTE - changes are not automatically saved on Dashboards or Reports. Before leaving the page, make sure to click Save Changes in the top right so your changes are not lost.

Customise the Dashboard

  1. Enter a name and click Save Changes

    Screenshot 2024-12-11 at 11.45.30.png

  2. Once you save your Dashboard, you'll see the Export and Delete buttons available

  3. Click Add Reports

    Screenshot 2024-12-11 at 11.59.59.png

  4. Select the Reports you want to add and click Done

    Screenshot 2024-12-11 at 11.58.56.png

  5. Once you've added your Reports, click Save Changes

    Screenshot 2024-12-11 at 12.02.20.png

Export

Click Export and it will download a PDF version of the Dashboard.

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Delete a Dashboard

Click Delete on the Dashboard.

Screenshot 2024-12-11 at 12.03.27.png

Via Folders

  1. Go to the Folders tab on your Reports page

  2. Click the 3 dots to the right of the Dashboard and click Delete

  3. You can also click Copy if you'd like to duplicate the Dashboard

    Screenshot 2024-12-11 at 12.08.42.png

Learn more - Overview & FAQs: Dashboards, Guide: Create and Add to Folders

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