Customize Dashboards
  • 27 Feb 2024
  • 7 Minutes to read
  • Contributors

    Customize Dashboards


      Article Summary

      A dashboard is a centralized display of data that presents an overview of essential information and key performance indicators (KPIs) in a visually appealing and easily accessible format. It serves as a hub for tasks, applications, and user activity, enhancing the convenience of day-to-day work.

      Users can customize a dashboard to display data from various sources, such as databases, apps, and APIs. Multiple visualizations, including charts and tables, can be included to help users identify trends, patterns, and anomalies in the data quickly.

      Any user be it admin or end-user when they land fresh on to the platform they will be given a default dashboard as shown below. 

      When a user, whether it's an admin or an end-user, logs in to the platform for the first time, they are presented with a default dashboard. This default dashboard is designed to provide users with an initial understanding of what the platform can offer, as well as to encourage them to customize the dashboard according to their needs. In addition, it provides learning resources, such as an Academy or Knowledge Base, to help users get started with using the platform.

      NOTE
      Users have the option to display their dashboard names side-by-side as tabs, rather than in a drop-down list. This gives you the flexibility to rearrange and manage dashboards as you prefer. The customized layout will automatically save to maintain the new positions.
      16.2%20Dashboard%20GIF

      Customize a dashboard?

      • Click on the Create Dashboard option to start configuring the dashboard.

      17

      • The platform will ask you to name the dashboard before moving to the configuration canvas. Provide a name and save it.

      12

      • The platform will navigate you to the dashboard configuration canvas. Start adding dashlets such as Reports/Shortcuts/List screens by clicking Add Dashlet.

      13

      • A Dashlet Settings pop-up displays on the screen with several drop-down columns which will provide you with 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. Number
      3. Reports
      4. Tasks
      5. List Screen
      6. Blank Space
      7. Rich Text
      8. Admin View
      9. Activity Stream

      NOTE
      You can now open Dashboard’s Number dashlet in a pop-up. ⁠ This is applicable only for Reports Data Count and List view options.
      U16%20Dashboard%20Dashlet

      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.
      5. App- App as Report: If you wish to open an app as a report from the dashboard itself (like we do in the List screen), this option will make your life a lot easier.  

      12-3

      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.

        

      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 are not mandatory.


      • Click on the Save button to save the Dashlet.
      • You will see the shortcut to Add Record for 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

      VVIP 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. 

      Number option

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

      Below are the  sub-types of Count.

      1. Tasks: Stay on top of your pending tasks from your dashboard. This option lets you see the total number of pending tasks on the dashboard.
      2. Report Data Count: This displays the count of records present in the selected report.
      3. Calculated value on Report aggregated Field(s): This option allows you to make autonomous calculations such as Sum, Min, Max, and Average on the numerical fields available in the selected report and present it on the dashboard. 
      4. Calculated value on List View aggregated Field(s): This option allows you to make autonomous calculations such as Sum, Min, Max, and Average on the numerical fields available in the selected report and present it on the dashboard 
      5. App-Initiated: This option is to show the count of records that you have added in an application.
      6. Apps-All: This option is to show the count of all the apps that you have created in the platform.
      7. Apps-Workspace: This option is to show the count of all the apps that you have created in the workspace.
      8. Data Table Record Count: This option is to show the count of all the records that are present in a selected datatable.
      9. Listscreen: This option allows the users to determine the number of records available in a list screen directly from the dashboard.

      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 opt for filters, you shall have an option, as shown below to filter out the data in the report and show only the desired output.  


      • Click on the Filters and 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 will create a blank space on the dashboard.

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

        


      Rich Text

      Use the new RTE dashlet to show meaningful and beautiful images and use HTML in the RTE on the dashboard to make custom branding titles.

      RTE - Dashboard GIF

      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 have performed on the platform on the dashboard.

      • Select the 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.

      Personalize your Dashboard with Custom Wallpapers

      Personalize your dashboard by adding custom wallpaper to make it truly your own. Upload an image of your choice and watch as your Dashlets float on top of it. Not only does it make your dashboard look great, but it also adds a touch of your unique style/branding and personality to your work environment.

      7. Dashboard Background GIF

      NOTE

      Users can have a seamless experience as filters applied to both pivot and individual reports on a dashboard will persist even in maximized views. This improvement eliminates the hassle of repeatedly reapplying filters, ensuring a smoother and more efficient data analysis process.





      Was this article helpful?

      What's Next