Customize Dashboards

An overview of dashboards

A dashboard is a data visualization tool that tracks, analyses, and displays key performance indicators (KPIs), metrics, and other important data points. Charts and tables provide visual representations of the data on dashboards. These visualizations are used by viewers to keep tabs on the organization's progress in relation to predetermined goals and industry benchmarks.

As soon as you initially log in to the Quixy platform, you'll see what's known as the Admin View dashboard, which gives you an overview of all the apps, datatables, lookups, and so on. To see an example of this default dashboard, see the one below.

How to customize a dashboard?

  • Click on the Customize Dashboard icon to create a new dashboard or edit an existing dashboard.

  • You will land on the dashboards list page, where you can see the list of all the dashboards that are created.

Note: On this Dashboard list page, you can create a new dashboard or edit an existing dashboard, for now let us understand how to create a new dashboard.

  • Click on the Add New Dashboard button to create a new dashboard by adding Reports/Shortcuts/Listscreens to the dashboard.

  • A Add New Dashboard popup would display on the screen asking you to enter a name for the new dashboard.
  • Enter a name and save the dashboard.

  • Platform will provide you a canvas to add dashlets (i.e., Reports, App Shortcuts, Listscreens, etc.) and customize the dashboard according to your requirements.

  • Now, click on the Add Dashlet button.

  • A Dashlet Settings pop-up displays on the screen with several drop-down columns which will provide you the options (i.e., Shortcuts, Reports, Listscreen, etc.) that you want to place on the dashboard.

  • Click on the Dashlet Category drop-down, and select an option from the drop-down list. The list has the following options.
  1. Shortcuts
  2. Count
  3. Reports
  4. Tasks
  5. List Screen
  6. Blank Space
  7. Admin View
  8. Activity Stream

Let us understand about each option separately: 

Shortcuts option

This option creates a shortcut on the Dashboard.

  • Select the Shortcuts option from the Dashlet Category drop-down.
  • The Sub Type drop-down will allow you to choose an element for which you want to create a shortcut of the element.
  1. App-Add Record: You can access the Add record feature of an app from the dashboard to perform a transaction in the app.
  2. App-Initiated: You can access the App Data of an app from the dashboard by accessing the shortcut.
  3. Open Report: You can access a Report from the dashboard by accessing the shortcut.
  4. Open List Screen: You can access a list screen just by accessing the shortcut.

App-Add Record:

  • Select the Dashlet Category as Shortcuts.
  • Select the Shortcut Type as App-Add Record.
  • Select the App from the drop-down which you want to place on the dashboard.
  • Enter a Display Name. (The same name would be shown on the dashboard)
  • Click on the Open Settings drop-down, and select an option from the list i.e., New Tab, Self, New Window.
Open Settings:
  • New Tab: This setting allows the user to open the shortcuts in a new tab in a web browser.
  • New Window: This setting allows the user to open the shortcut in a new Window.
  • Self: This setting allows the user to open the shortcut on the current screen.
  • Pop-up: This setting allows the user to open the List Screen, Tasks, and Reports as a Popup window.

Note: Open Settings is same for all the dashlet categories in the Dashboard.

Important Note: Many more setting options are available after the Open Settings option in Dashlet Settings in a pop-up window; These settings can be used to enhance the aesthetics of the dashlets on the dashboard but not mandatory.

  • Click on the Save button to save the Dashlet.
  • You will see the shortcut of Add Record of the selected APP placed on the Dashboard, as shown below.

Now that you have added a dashlet (App Shortcut) on the canvas, you have additional provision to resize the dashlet or change its place, refer to GIF below.

14 gif

Very Very Important Note: To add shortcuts to the dashboard as dashlets, simply follow the steps outlined above for each of the shortcut sub-types and for all the other categories as well.


Count option

This option allows the users to show the count of records on the dashboard.

Below are the 5 sub-types of Count.

  1. Report Data Count: It displays the count of records present in the selected report.
  2. App-Initiated: This option is to show the count of records that you have added in an application.
  3. Apps-All: This option is to show the count of all the apps that you have created in the platform.
  4. Apps-Workspace: This option is to show the count of all the apps that you have created in the workspace.
  5. Data Table Record Count: This option is to show the count of all the records that are present in a selected datatable.

    Reports option

    This option helps you to attach/place a report on the dashboard.

    • Select Reports from the Dashlet Category.
    • Select the Report that you need to place on the Dashboard.
    • Check the Show Filter option, if you want the provision to apply filters to the report on the dashboard.
    • Select Open Settings.
    • Click on the Save. 
    • You will see the Report on the Dashboard.

    Note: When you select the dashlet category as report, platform will show you all types of reports that you have access to.

    Focus: When ever you add a report to the dashboard, and if you opted for filters, you shall have an option, as shown below to filter out the data in the report and show only the desired out put of the report on the dashboard.  

    • Click on the Filter, apply the filter to the report for the desired output view.


    Tasks option

    This option allows you to add your tasks directly to the dashboard, eliminating the need to navigate to the tasks screen each time you want to check your own or your team's progress on a work.

    The different types of tasks that you can place on the dashboard are listed below.

    1. My Tasks: This option will show you the list of your personal tasks that you receive on daily basis.
    2. My Team Tasks: This option will show you the list of all the tasks owned by your team, if you are leading a team in your organization
    3. Manage Tasks: This option will also show you the list of all the tasks owned by your team, if you are leading a team in your organization, but this option gives you provision to only manage the tasks by assigning them to other members of your team but not perform any action on the tasks.
    4. Grouped: This option will also show you the list of all the tasks that are grouped (i.e., saved views of filtered or sorted or grouped tasks).

    You may get a sense of how the tasks will appear on the screen by looking at the image below.


    List Screen option

    This category option allows you to attach/place a List Screen on the Dashboard.

    • Select the Dashlet Category as List Screen.
    • Select the List Screen that you want to place on the dashboard.
    • Enter the Display Name of the selected List Screen.
    • Select the Open Settings.
    • Click on Save.

    You may get a sense of how the tasks will appear on the screen by looking at the image below.


    Blank Space option

    This option is to create a blank space on the Dashboard.

    • Select the type as Blank Space from the Dashlet Category.
    • Click on Save. 


    Admin View option

    This option is to set the dashboard back to default view.

    • Select the type as Admin View from the Dashlet Category.

    • Click on Save.
    • You will see all the features at a glance.

    Activity Stream option

    This option shows all the activities that you performed in the platform on the dashboard.

    • Select Dashlet Category type as Activity Stream. 
    • Click on Save.

    You may get a sense of how the tasks will appear on the screen by looking at the image below.