Dashboard

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Create a New Dashboard

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Dashboard Actions

• Refresh icon: Refresh the information of the dashboard
• Export icon: Export the data 
• Duplicate icon: Duplicate the dashboard 

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Create a New Chart

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Chart Functions

Select a chart to interact with its functions using the following icons.

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Refresh

Select the Refresh icon to update the dashboard with the latest data.

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Filter

Use the Filter icon to filter chart data by category. Select a category to apply or remove it.

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Additional Functions

Select the dotted icon to view additional functions.

• Edit Chart: Modify chart settings, data, or display options.
• View Detail: View the underlying data used to generate the chart.
• Export CSV: Export the chart data as a CSV file.
• Copy to Clipboard: Copy an image of the chart to the clipboard.
• Delete: Remove the selected chart from the dashboard

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Task List

A centralized location to assign, track status, and monitor progress of tasks.

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Refresh

Select the Refresh icon to update the task list.

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Filter

Select the Filter icon to filter results by assignee and status.

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Column

Select the Column icon to toggle view of desired columns in task list. Select Show All to select all columns at once.

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Add Task

Create and assign new tasks for tracking and completion.

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View Alerts

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions. Alerts can be accessed from the dashboard Alerts section or the Notifications icon in the application header.