Dashboard and Report Actions

Objective

To effectively manage and customize dashboards and reports in the system for better data visualization and analysis.

VIDEO: HERE

Key Steps

    1. Click on the three dots on the top right corner of the dashboard or report.

    2. Choose from the available actions: Edit, Export as PDF, Duplicate, Reset to Default.

    3. Use the Edit option to customize the dashboard:

• Delete or add widgets.
• Change widget names, sizes, and positions.
• Filter out specific data as needed.

    4. Save changes after editing the dashboard.

    5. Export the dashboard as a PDF image by selecting Export as PDF.

    6. Duplicate the dashboard for creating templates by clicking on Duplicate.

Cautionary Notes

• Reset to Default option is only applicable for default dashboards and reports, not user-created ones.
• Ensure proper filtering to display relevant information accurately.

Tips for Efficiency

• Create dashboard templates for supervisors by duplicating existing dashboards.
• Regularly review and update dashboards to reflect current data trends.
• Communicate any changes made to dashboards with relevant team members for alignment.