Dashboard

A dashboard is your personal page with favorite reports and models. You can organize your dashboards any way you want. For example: separate dashboards for sales reports, financial reports, key metrics etc.

A dashboard can contain multiple reports or models:

Each report or model is shown inside a widget: a small frame that you can drag and move, and change its position, width, and height on the dashboard page.

You can also watch the instruction videos.

Create dashboards

You can create a dashboard in two ways:

• Click on Actions - Create new of an existing dashboard.
• Click on Actions - Add to dashboard when you run a report or model.

Either way, the rest of the process is the same, and you can enter a name for your new dashboard and add the first report or model. You can also easily copy a dashboard. You can add, move, or remove items on your dashboard at any later point in time.

Widgets

Every widget has a small ☰ icon in its right-top: you can move it around on your dashboard, change its display size, copy it to another dashboard, remove it, or run the report:

Actions

On your dashboard, you can use the Save and Actions buttons in the right-top of the screen:

These buttons enable you to do the following:

• Save - save your changes
• Actions - open a dropdown menu with further options:
  • Create a new dashboard
  • Rename this dashboard
  • Publish this dashboard
  • Add a report
  • Rebuild the layout
  • Export PDF or print
  • Delete this dashboard

Publish a dashboard

Once you created a dashboard, you can choose to publish it to other users. There are 2 methods:

• Publish to user roles - select one or more existing user roles in XLReporting. All users that have been assigned these role(s) will see your dashboard in "view-only" mode whenever they are logged in. Anytime you change your dashboard, or when the report data changes, these changes are immediately reflected to these other users. The users can also opt to create their own personal copy of your published dashboard, which they can subsequently change to their own liking.
• Publish to users - select one or more existing users in XLReporting. They will see your dashboard in "view-only" mode whenever they are logged in. Anytime you change your dashboard, or when the report data changes, these changes are immediately reflected to these other users. The users can also opt to create their own personal copy of your published dashboard, which they can subsequently change to their own liking.
• Publish to external people - enter one or more email addresses (each email address on a separate line). An individual email will be sent out to every recipient with a unique and personal link to the published dashboard. These recipients do not have to be registered XLReporting users, they don't have to install any software, and they are not required to login to XLReporting. They can see the dashboard by simply clicking on the link. Anytime you change your dashboard, or when the report data changes, these changes are immediately reflected to these other users.
  
  This is strictly "view-only", and these users will never get access to any other functions within XLReporting. Whenever these users view a dashboard, this will be logged under your user activity, so you can monitor when and by whom your dashboard is being viewed.

You can revoke users at any time by removing their names from the published list.

Layout

A dashboard page consists of one or more widgets. These widgets combine into a so-called "grid" consisting of any variable number of rows and columns. When you drag and move widgets, you're moving them to another location in this grid.

Dashboard pages can scroll both horizontally and vertically if needed to properly show the widgets.

When you set the size for every widget, you're defining the relative proportions that a widget can occupy on its current row. These relative proportions matter mostly when there are several widgets on the same row. There are 2 useful ways to help you build your optimal dashboard layout:

• Edit - Move to own row - by moving a widget to its row, it can use the full width of the screen.
• Actions - Rebuild layout - this rebuilds the entire layout the dashboard. You can choose how many widgets you want on each row, and the dashboard page will be rebuilt accordingly.