How to Create and Manage Dashboards

How to Create and Manage Dashboards

Navigating to Insights

Insights is an add-on module that is available only for the Admin Users.
  1. Choose the Manage option from the Navigation bar and select the Insights from the drop-down menu.


Creating Insights Dashboard

  1. Choose the Create New Dashboard option from the Insights Screen.

  1. Fill in the required Dashboard Name and click on the Proceed button to create the dashboard.

Editing an existing Dashboard

  1. Navigate to the required Dashboard from the insights screen and click on the Edit button to edit the dashboard.

  1. Editing a dashboard enables the user to reorganize and resize the reports within the dashboard.
  2. The Default toggle button could be used to enable/disable the default dashboard status for the current dashboard.
  3. After editing the dashboard, click on the Save button to update the dashboard with the latest changes.

  1. Upon Successfully saving the dashboard with the latest reports, a pop-up stating Dashboard Saved will be displayed on the top right of the screen.




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