Creating and Using Report Dashboards

Building Your Custom Dashboard

Dashboards provide an at-a-glance view of your most important metrics and reports. This guide shows you how to create and customize them.

Creating a New Dashboard

1. Navigate to the 'Dashboards' section from the main menu.
2. Click the 'New Dashboard' button.
3. Give your dashboard a descriptive name and click 'Create'.

Adding Widgets

An empty dashboard isn't very useful! Let's add some widgets.

1. On your new dashboard, click 'Add Widget'.
2. A library of available widgets will appear. You can add widgets for key metrics, recent activity, or full reports.
3. Select the widget you want to add and configure its settings (e.g., date range, filters).
4. Click 'Add' to place it on your dashboard.

Customizing Your Layout

You can drag and drop widgets to rearrange them. You can also resize them by dragging the bottom-right corner of any widget. This allows you to create a layout that makes sense for your workflow.