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 Reports page, adding a new Dashboard and then adding your Reports to the Dashboard.
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 Dashboard

a) Go to the Reports page and click Add

b) Click Folder if you'd like a place to store your Dashboard and enter a name for your Folder

c) Or click Dashboard without placing it in a Folder (you can always move it into a Folder later - see step 5)

2. Customise Dashboard

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

Once you save your Dashboard, you'll see the Export and Delete buttons available.

b) Add your Reports - click Add Reports

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

3. Save and Export

a) Once you've added your Reports, click Save Changes. NOTE - changes are not automatically saved on Dashboards/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

4. Want to delete your Dashboard?

a) Click Delete on the Dashboard

b) Or on the Folders tab on your Reports page, click on the 3 dots to the right of the Dashboard and click Delete

c) You can also click Copy if you'd like to duplicate the Dashboard

5. Want to place your Dashboard into a Folder?

a) On the Folders tab on your Reports page, click Add and then Folder

b) On the pop-up, enter a name for your Folder and click Confirm

c) Click and drag your Dashboard into your Folder

d) Want to remove Dashboard from Folder? Click into Folder

e) Inside the Folder, click and drag the Dashboard to your Organisation name

f) Click on the Organisation name to be taken back to the main Folders page

g) Want to rename or delete a Folder? Click on the 3 dots to the right

NOTE, if you delete a Folder, this will also delete any Reports/Dashboards that are within this Folder. If you'd like to keep these Dashboards, move them back into the main Folders page (see step 5d above).

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