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You can try sample Sales demo dashboards page.
Create new dashboard page
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| | Go to Dashboards tab and click Create new dashboard button. |
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| | Specify new dashboard name and select existing reports that you would like to include in dashboard. |
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| You can easily arrange reports in dashboard by - specifying their width in percentage from all page
- specify if they should be aligned to left or right side of page
- rearrange reports using drag-and-drop
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After initial arrangement you can expand all reports and preview dashboard. If everything looks good then you can save report or if needed then continue to rearrange reports as needed. You can also create a copy of existing dashboard (if you would like to create another dashboard page with some modifications) or delete unnecessary dashboards. |
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| Each dashboard after saving will have unique URL address (e.g. sample demo dashboard have URL address https://eazybi.com/accounts/1/dashboards/overview). You can bookmark this URL in your browser for faster access to it.
If you later want to edit dashboard layout then either double-click on dashboard title or click edit button. Or use new button to create additional dashboard pages. You can also rearrange dashboard pages sequence using drag-and-drop (when in dashboard edit mode). |
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Common dashboard page dimensions
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| If you have several reports in a dashboard and all these reports have common page dimension (e.g. Time dimension to select necessary time period) then it might be quite time consuming to change this common page dimension selection for each report individually.
In these cases you can move these report page dimensions to common dashboard page dimensions. In dashboard edit mode click on report page dimension and click common page button. |
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| | After saving dashboard you can select dashboard page dimension members and all reports which use this page dimension will refresh results using this page selection. |
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| | When you save dashboard then all current common dashboard page selections are saved as well for this dashboard (and in this dashboard will override default page selection in included reports). All non-common report page dimensions after dashboard page refresh will use default report page selection. |
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