Creating custom dashboards
- Carlos Carasco
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 report attached to a dashboard view.
Set up a report with only the charts you want a user to see and save it
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 Report to a view
When creating a view, select the Report that will be active on the homepage by default from the dropdown.
Add a custom filter that appears for users by default
When creating a view, select the filter(s) that will be active by default
Attach a dashboard view to a user
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.
Once you save, they will by default now have this new view whenever they login to the platform.