Build a Dashboard

Scroll down for the Step-by-Step Guide on how to build a Dashboard

KEY TERMS & TIPS:

What is a Dashboard?
A group of reports arranged in a customisable grid.
For the full guide on reporting terms, including a full glossary, go here.

How do I run a dashboard?
Via the Reporting page, selecting Dashboards and then adding your reports.
You just need to build your reports first. See here for more info.
For full instructions, see our Step-by-Step Guide below.

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STEP-BY-STEP GUIDE:

1. Create a New Dashboard

a) Go to the Reporting page and select Dashboards 

b) Click New Dashboard

2. Customise Dashboard

a) Enter a name and click Save Changes. NOTE - changes are not automatically saved on Reports. When leaving the page, make sure to click Save Changes in the top-right to make sure any changes are not lost

b) Add your Reports - click Add Reports

c) Select the reports you want to add and click Done

3. Save and Export

a) Click Save Changes. NOTE - changes are not automatically saved on Reports. When leaving the page, make sure to click Save Changes in the top-right to make sure any changes are not lost

b) Click Export and it will download a PDF version of the Dashboard

c) Click Delete if you'd like to remove the report from your Dashboard list

NEXT STEP:
Build a customised report
Schedule a report to be sent out