Updating a Dashboard

Dashboard Editing

This guide will outline how to edit your dashboard. The dashboard is a graphical representation of the reports that you have created.

Set up your reports

As outlined in the how to generate a report user-guide

A dashboard can only be created once the reports have been set-up.

Search for dashboard

 

There are 2 methods to access dashboards:

a: Click on  

 

Type dashboard into the search-bar

Select Dashboards

OR

b: Click on the dashboard tab

Search the dashboard options

 

Use the search functionality to select the required dashboard. In this example, the recent has been selected.

Select dashboard

 

Click on the required dashboard

View dashboard

 

The view illustrates the nominated graphs of the reports

Scroll down for additional graphs

All reports are live, therefore refresh the screen for up-to-date information

 

To change the display

 

Select edit

Resize and move

 

This will enable you to move the reports and resize

Edit the report

 

  • Click on edit

 

  • Select another view
  • Click on update

    •  

    Another example

     

    Please note: not real data – test environment only

     

    Drag and drop to change display

    You can make as many as dashboards as required.

    Step 2

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    Explanation of how to do this step in detail flowing from first step

    Step 3

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    Step 4

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    Step 5

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    Step N

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    Completion of Process

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