How do I create a Dashboard?

What does the Dashboard section of my system do?

The Dashboard section gives you the ability to create visual reports of your system data. When you run any reports in the Reports section, they are text. Dashboards show you the same data, but in a pie chart or graph.

To create a dashboard, follow these steps:
  • Click Admin - Setup - Dashboards 

  • Click New.

  • Name your Dashboard and enter a number of columns. Columns refers to how your graphs will be displayed when you click Dashboards, in two columns on the page.

  • Click the Settings icon, , to add data sources and design elements

  • You'll see the following tabs:
Chart View

Data source: Select what data you would like to see on your chart.

Source Dates Period: Select a date range.

If you wish to select specific number of days or a month as a Source Dates Period, you can select Last N Days or Last N Month (as shown in the drop down, image above). Next, specify the number of days or a month, which are abbreviated as N and can be selected in the box below the Source Dates Period. 

  • Caption: Name your graph.
  • Size: Set size parameters for your graph.
  • Position: This is the numerical order of your graphs when you click on Dashboard; 1st, 2nd. 3rd, etc.
  • Back color: Choose a background color for your graph.

  • Show Caption on Chart: Select whether you want the caption you entered to display on the chart or not.
  • Add source dates period to caption: Select whether or not you want the date range to display on the graph or not.
  • Caption position: Select where you would like the caption to display on your graph.
  • Caption color: Select the font color for your caption.
  • Caption font name: Select a font for your caption.
  • Caption font size: Select a font size for your caption.

Chart View
  • Chart type: Select a type of chart for your graph.

  • 3D box should be checked if a user wants to crate a 3D graph.
  • Show values as labels adds a numerical values for every point on the graph. Example: On the graph shown above, the value labels are 100, 75, 50, 30, 20, 10. 
  • Value labels color allows a user to choose the color for the numerical values on the graph. NOTE: Click inside the box in order to display the color pallet. 

  • Chart area color allows a user to set the color of the chart area. NOTE: Click inside the box in order to display the color pallet. 

  • Show grid for axis X function works best with column, bar, or stacked graphs and creates a grid on the graph for the X axis.
  • Axis X grid lines interval determines how often the grid lines will show for the X axis.

  • Show labels for axis X adds labels to the items on the X axis. 
  • Axis X labels interval determines the interval of the labels for the X axis.  
  • Axis X labels angle determines the angle of the X axis label. 
  • Axis X labels font name determines the font of the X axis label.
  • Axis X labels font size allows to select the size of the font size.   

The bottom section of the Axis set up is dedicated to the Y axis. Every box and label functionality for the Y axis set up is identical to the X axis set up. 

  • Show legend box will display the legend on the graph.
  • Legend Position provides the option of where on the graph the legend will be displayed.    
  • Legend font name:
  • Legend font size:                                                         Legend font name allows a user to

  • Border skin style present multiple type of borders that can be created around the chart.
  • Border skin back color allows a user to choose a color of the border (click inside the box to display the color pallet). On the image below the border is Mint color.
  • Border skin page color allows a user to choose the color of the page behind the graph (click on the box to display color pallet). On the image below the page color is purple.
  • Borderline style adds a borderline to the chart, inside the frame.
  • Borderline width determines the width of the borderline.
  • Borderline color allows a user to decide on the color of the borderline (click on the box to display the color pallet) On the image below the borderline color is blue. 

Once you have set up the chart, click OK in the bottom right corner. 
Next you will be able to see all of the created charts in the Dashboard.
If you wish to create more charts for this Dashboard, click on the Add chart icon on the top left corner. 
When you have all the desired charts created, click OK if you haven't made any additional changes. Click save icon in the top right corner if you wish to keep all the recent changes. 

Now you should see all your Dashboards that have created so far. 

To see your Dashboards, click the Dashboard tab:
All the charts are displayed inside the created Dashboards (Test or test2 - see image above) under the Dashboard tab.

When you filter for a specific Region, the chart in the selected Dashboard will stay the same but the data on the charts will adjust to the desired Region. 

When you select the Dashboard in the Dashboard Name drop down and select a Region, the graphs from that Dashboard will be displayed. In the giving example the Dashboard Name is Test. 

If you wish to adjust a specific graph, click on the gear icon in the bottom left corner of the graph.  The gear icon will display Chart setup menu.

When you finish updating the chart inside the Dashboard tab, click OK and the changes will display on the graph. 

Example A: Dashboard with two graphs and 1 Column; 1 vertical column of graphs on your page.

Example B: Dashboard with two graphs and 2 Columns; graphs in two vertical columns on your page.

Example C: Dashboard with 3 columns and 4 graphs; 3 vertical columns of graphs.

Feedback and Knowledge Base