Dashboards

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:

Creating a dashboard

1. Navigate to Dashboards → Create New.
2. Fill in the fields.
3. Click Save or Save and Exit to apply changes.

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.

Managing a single dashboard

Adding a report

To add a report to a dashboard, perform the following steps:

1. Navigate to your dashboard via the Dashboards category menu item or open the record via Dashboard → All Dashboards.
2. Scroll down to the Related Lists area and click the Dashboard Element tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

Deleting a report

To delete a report from a dashboard, perform the following steps:

1. Navigate to your dashboard via the Dashboards category menu item or open the record via Dashboard → All Dashboards.
2. Scroll down to the Related Lists area and click the Dashboard Element tab.
3. Choose one or more items by checking the boxes on the left.
4. Click Delete.