Skip to main content

​
Create a Dashboard

1

Navigate to Dashboard

T Dashboard
2

Select a tab

T D View
  • My Dashboard: Displays dashboards created by the current account.
  • Team Dashboard: Displays dashboards shared with or accessible to a team.
3

Select System Dashboard to open the dashboard dropdown list

T D Select Dash
4

Select New Dashboard

T D New Dash
5

Fill in the required information

T D Conf New Dash
Select Save to complete or Cancel to exit without saving changes. 

​
Dashboard Actions

T D Icons
  • Refresh icon: Refresh the information of the dashboard
  • Export icon: Export the data 
  • Duplicate icon: Duplicate the dashboard 

​
Create a New Chart

1

Select the Add Chart button

T Add Chart
2

Select the desired chart

T Chart Type
3

Fill the required information

T Save Chart
Select Save to complete the chart or Cancel to exit without saving. 

​
Chart Actions

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

​
Refresh

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

​
Filter

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

​
Additional Functions

T D Addtnl F
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

​
View Alerts

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.
T Dashboard Alerts
Alerts can be accessed from the dashboard Alerts section or the Notifications icon in the application header.
Smart Summary prioritizes the most important notifications based on their relevance and urgency, helping surface items that may require action.