Reports - Dashboards

Overview

The Reports - Dashboards module provides a centralized interface for managing dashboards, which are collections of charts linked to data sources. You can create, modify, or delete dashboards, integrate charts from data sources, and configure permissions for access and editing.

Dashboards can be customized with layouts, filters, and real-time data updates for better data visualization.

Create a dashboard

To create a dashboard, follow these steps:

  1. Click the + DASHBOARD on the upper-right corner of the page.
  1. In the CHARTS tab, drag the charts you need to add to your dashboard.
  1. In the LAYOUT ELEMENTS tab, add layout elements to your dashboard.
  1. Update the name of the dashboard.
  1. Click the SAVE button.

Import a dashboard

You can also import an existing dashboard.

To import an existing dashboard, follow these steps:

  1. Click the import icon on the upper-right corner of the page.
  1. Click the SELECT FILE link on the Import dashboard popup window.
  2. Select the zip file for import.
  1. Click the IMPORT button.

Export a dashboard

You can also export a dashboard by clicking the export icon on the row of the report your wish to export. After clicking the icon, a zip file is automatically downloaded.

Delete a dashboard

To delete a dashboard, follow these steps:

  1. Click the delete icon in the Actions column on the row of the report you wish to delete.

  2. Enter DELETE in the textbox for confirmation.

  1. Click the DELETE button.

View

List view

Column name Description
Name Name of the dashboard report.
Status Specifies whether the report is a draft or published.
Owners Lists the owners of the report.
Last modified Specifies the time when the report was last modified.
Actions When you hover to this column, the following icons are displayed: Delete, Export, and Edit.

To sort a list view, click the arrow next to the column name.

Card view

To switch from list view to card view, click the card view icon located in the upper left corner of the page. The cards display the same information as the dashboards in the list view, except for the Owners.


To sort dashboards in a card view, select the sorting order in the SORT dropdown field.

Filter

To filter the list of dashboards in card or list view, you can enter valid values or select a value from the list in the parameters on the headers. You can use one or more parameters for your filter.