The dashboard pulls in real time data which allows you to visually display and analyse your businesses key performance indicators

Creating a Tab (Normal or Filtered)

To create a tab, first click on ‘Edit’ in the top right corner. 

Then go to the dropdown menu and select ‘New Board’ or ‘New Filtered Board’.

New Board 

Create a name for your new tab and click ‘OK’. You will then be able to add reports and share it.

You can then add up to 6 reports to each tab.

New Filtered Board

If you are creating a Filtered Board you will need create a name, and select the Data Set and Filter.

Your datasets will appear under the title ‘Big Data’.

If you want to filter your data set by a certain filter eg ‘Customer’ then you will need to ensure that you have added the ‘Customer’ Filter to each report.

Deleting a Tab

To delete the tab, click on the red ‘Delete’ button.

Sharing a Tab

To share a tab, click on the black ‘Share’ button.

Then choose which users you want to share the dashboard tab with by clicking on the ‘+’ next to their name. They should then appear under ‘People Added’.

• Please Note: The user(s) you have shared the Dashboard Tab with will be able to add the tab to their own dashboard, however they will not be able to edit it.

Next Step: Dashboard Reports