Overview of the Dashboard

Elements of your Dashboard

Your Dashboard consists of the following elements with their functions, respectively:

1. The name of your Dashboard: You can change the name of your dashboard any time you want by clicking on the Edit icon next to it. If you click on the arrow next to the name, you'll see all your dashboards, and can switch to another one by clicking on its name.

   

2. Update now button: When you click on this option, the charts on your given dashboard will refresh, which means you'll see the real-time report of all your charts based on customer data. Please note that the charts also automatically refresh, which means it is not necessary to click on the Update now button at all times.

   

3. Other options with the 3 dots: If you click on the button with the 3 dots on your dashboard, you have the following two options that come up:

   1. New dashboard: With this, you can create a completely new dashboard with different charts in there.

   2. Delete dashboard: With this, you can permanently delete the dashboard you are currently on. If you delete the dashboard, the charts and tables in it will remain in the Charts section where you have all the saved charts and tables.

   

4. Add elements: When clicking on the Add elements button, you'll have two options to choose from.

   1. Add tables

   2. Add charts

   3. Once you choose which element you want to add to your dashboard, a popup will appear with all the saved charts or tables you have in your workspace. You can choose from the list, and once you're ready, click on Save to add the element to your dashboard.

      

5. And finally, you have your added charts and tables in your tables.

   1. You can edit their names by clicking on the Edit icon next to their names.

   2. You can re-arrange them by dragging-and-dropping then wherever you want.

   3. And you can also re-size them by dragging one of their sides and making them smaller or larger.

   4. In addition to this, you can also see the time in which they were updated, after Last updated.

   5. If you want to see them in more detail, you can choose to view it on your full screen when you click on the full screen icon in its top right corner.

   6. Other options: By clicking on the three dots button in the top right corner, next to the table or chart name, you'll see the following options:

      1. Update now: This means that only this chart will be refreshed with the new, current data, and nothing else on your dashboard.

      2. Edit chart/table: This means you'll go back to the query, where you can modify it, and update it however you wish to analyze your data.

      3. See explanation. When you click on this, a detailed description of the report and chart will be displayed for you, explaining everything you can see on there.

      4. Remove chart/table: With this option, you can remove the chart or table from the dashboard you are currently viewing.