Dashboard is a collection of previously created reports displaying information necessary for daily business tasks. Dashboards allow analyzing the data on a single page and sharing it with other users.
In SimpleOne, you can create reports of many types and customize their look. To learn more about creating reports, see the Create a Report article.
In the screenshot below, you can see an example:
Dashboards allow displaying multiple analytical data, such as reporting, on a single screen. Use dashboards to create a data set with that you can share with other users.
Creating a dashboard
- Navigate to Dashboards → Create New.
- Fill in the formfields.
- Click Save or Save and Exit to apply changes.
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Dashboard name. |
| Description | N | Dashboard description. |
| Refresh intervalInterval | N | Specify the interval for dashboard refreshing. Available options:
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When created, the dashboard form appears.
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After saving the record, the following UI actions appear:
- Add to Navigator – add this dashboard to the
- Navigation menu. A new menu item will be added to the Dashboards category and is visible to all users.
- Add to
- Favourites – add this dashboard
- to
- your Favourites. This item will be visible only to you.
| Notetip |
|---|
The Add to Navigator UI action is visible only for users with the admin role. In other words, adding a dashboard to the navigator panel requires admin privileges. |
Managing a single dashboard
Managing a dashboard is adding or removing items or elements from it.
Adding a report
To add a report to a dashboard, perform the following stepsFor example, you can add one more report to your dashboard. To perform this, please complete the steps below:
- Navigate to your dashboard via the Dashboard Dashboards category menu item or open the record via Dashboard → All Dashboards.
- Scroll down to the Report Item related list Related Lists area and click the Dashboard Element tab.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.Dashboard - a dashboard
| Field | Mandatory | Description |
|---|---|---|
| Dashboard | N | Dashboard to which this item is related |
| . This field is populated automatically. |
| Report |
| N | Specify a report to display on |
the dashboard screen from the list. |
Click the magnifier icon | ||
| Order | N | Specify the order of this dashboard element. Elements are displayed in ascending order. |
Deleting a report
To delete a report from a dashboard, please complete perform the following steps below:
As mentioned above, dashboards generally are collections of previously prepared reports displaying some or other information necessary for daily business tasks. In SimpleOne, you can create reports of many types and in many looks. To know more about creating reports, please refer to the Create a Report article. After that, you'll be able to add these reports of any type to your dashboard- Navigate to your dashboard via the Dashboard Dashboards category menu item or open the record via Dashboard → All Dashboards.
- Scroll down to the Report Item related listto the Related Lists area and click the Dashboard Element tab.
- Choose one or more items by checking the boxes on the left.
- Click Delete.
Preparing data for dashboards
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