Creating Dashboards

To add a Dashboard to your Project, you will first need to create a Dashboard Screen. Charts can then be added to the Dashboard and configured to show the required data.

Creating a new Dashboard Screen

To add a new Dashboard to your Project you will need to use the Screen Builder. Select the Screen Builder tab in the top right hand corner of your Project.

To add a new Dashboard to your Project, click Add New in the left hand navigation bar.

Select Dashboard and give it a name. Click Add. This will take you to the Dashboard canvas where you can start adding Charts to the Dashboard.

Adding Charts to a Dashboard

There are several different Chart Types each with their own configuration and settings.

To add a Chart to the Dashboard, drag and drop the Chart from the sidebar onto the canvas.

Once a Chart has been added to the Dashboard, you can configure it using the menu in the sidebar. See the Chart Types help for more details on how to configure each Chart.

You can save your progress at any time by clicking Save in the left hand menu, noting that saving the Dashboard will make it visible to Users. When you save a Dashboard, a preview of the Chart data will show.

You can preview how your Dashboard will look for Users on different devices by toggling the device menu in the top right hand corner. You can only add Charts and amend the Dashboard layout whilst in the desktop view. Chart settings can be configured in all views.

Moving Charts on a Dashboard

Charts can be moved around the Dashboard by dragging and dropping them on the canvas. Note that Charts are not allowed to overlap.

Removing a Chart from a Dashboard

To remove an existing Chart from a Dashboard, you can click the Remove button in the top right corner of the Chart.

To confirm the deletion, click the Delete button on the confirmation modal.

Alternatively, you can drag the Chart into the bottom right corner of the canvas.