How to create a dashboard
Introduction
The dashboards give a management overview of your business. You can create multiple dashboards, each of which contains several graphs or widgets that display your chosen information. You can give your dashboard a custom name. A dashboard can be given a custom name and docked on the sub-menu bar. The graphs are displayed in columns. Only a user with the administrator/project manager role can create dashboards.
Customizing an existing dashboard
Go to Projects → Dashboards.
There are two preset widgets.
Use the first button to refresh the data and charts, the second to edit a widget, and the third to remove it.
When you have clicked the Widget settings icon, a number of options are displayed. Change them to suit your needs and then click the Save button to apply your settings. You can also a dashboard's name.
For better overview, do not forget to group projects by a specific parameter, in the Group projects by section.
Click the plus (+) symbol to add a new company dashboard.
Select the data you want to display and click the Save button.
Click the Settings icon to Add a new column, Edit the dashboard or delete it.
Creating a new dashboard
Click the Manage dashboards button.
Click the Add button. Specify the name for the new dashboard, decide if you want to dock it on a sub-menu, and click the Save button.