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Guide: Build a Dashboard

Follow the steps below to create a Dashboard

Updated over a month ago

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

  3. Or click Dashboard without placing it in a Folder

    Screenshot 2024-12-10 at 16.36.23.png

Customise Dashboard

  1. Enter a name and click Save Changes
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    NOTE - Changes are not automatically saved on Dashboards/Reports. When leaving the page, make sure to click Save Changes in the top-right to make sure any changes are not lost

    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
    ​

    NOTE - Changes are not automatically saved on Dashboards/Reports. When leaving the page, make sure to click Save Changes in the top-right to make sure any changes are not lost.

    Screenshot 2024-12-11 at 12.02.20.png

Export

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

    Screenshot 2024-12-11 at 12.03.27.png

Delete a Dashboard

  1. 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 on 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
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