Create a New Dashboard
1
Navigate to Dashboard

2
Select a 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

4
Select New Dashboard

5
Fill in the required information

Dashboard Actions

- 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

2
Select the desired chart

3
Fill the required information

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

Filter

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.
