Dashboard Tutorial

Overview#

• The Dashboard shows several custom reports on one screen, in rows and columns.
• Each user has their own Dashboard, set in their user settings.
• For the settings and buttons, see Dashboard.

💡These tutorials explain how to set up your Dashboard, arrange and save its layout, and refresh it.

How to Set Up Your Dashboard#

1. Find the IDs of the reports to show: in Edit Reports (Custom Reports > Menu (button) > Edit Reports), the ID column lists them.
2. Navigate to Main Menu > Setup > Settings > Users (tab) and double-click the user.
3. Set these user settings:
   • General > Dashboard – Rows = Enter the number of rows.
   • General > Dashboard – Columns = Enter the number of reports in each row.
   • General > Dashboard – Reports = Enter the report IDs, separated by commas, for example, 1,2,3. The reports fill the rows from left to right.
   • General > Dashboard – Automatic Refresh = Check it to refresh the reports every five minutes while the Dashboard is open.
4. Save the settings and open the Dashboard.

How to Arrange and Save the Layout#

1. Select Menu (button) > Customise Layout.
2. Drag the splitters between the reports to resize them. Use each chart's menu to show its category and series captions.
3. Select Menu (button) > Save Layout.
4. Select Menu (button) > Customise Layout again to turn customising off.
   • Note: To go back to your saved layout, select Menu (button) > Restore Layout.

How to Refresh the Dashboard#

• Click Refresh (button) to refresh all the reports.
• With Dashboard – Automatic Refresh checked, the reports refresh every five minutes while the Dashboard is open.