Setting a customised Dashboard view
Profile Dropdown → Dashboard Views
Create a personalized dashboard on the homepage for any user by adding filters and a customized report. So every time the user logs in, they see exactly what they need for reporting.
Create a report
Our customers see much greater value by having a specific PDF report attached to a dashboard view.
Set up a PDF report with only the charts you want a user to see and save it
PDF reports are a key part of setting an actionable dashboard view as this is where you select the important charts that are shown to the user when they log in.
Link the PDF report to a view
When creating a view, select the Report that will be active on the homepage by default from the dropdown.
You can choose to lock a dashboard view. By doing this, the filter and report will always be active and can’t be removed by the user.
Add a custom filter that appears for users by default
When creating a view, select the filter(s) that will be active by default
Remember to validate each filter before hitting save
A common filter is time period = Last 30 days or between x and y date.
Attach a dashboard view to a user
Profile Dropdown → Users and teams → User Pencil icon → View dropdown
Once you have the views setup, you’ll need to connect these to users by going to the Users and Teams page and editing the user you’d like to update.
You can assign a dashboard view to yourself, by selecting the view under the Your Profile page.
Once you save, they will by default now have this new view whenever they login to the platform.
If you add KPI charts to your report, then use this report as a dashboard view, the chosen KPIs in the report will override any original KPI charts that were created on the homepage.