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Flow: Creation and modification of dashboards

Updated

The goal is to allow users to create custom dashboards that group relevant metrics from their organization into a single, visual, and interactive view.

Step by step: Creating Dashboards

  1. Go toReporting → Analytics → Dashboards.
  2. ClickCreate Dashboard.
  3. Enter anameand adescription(for internal use).
  4. Select"Select widgets from the library"or"Create widget with Buk AI".

Note:Changes made to the dashboard are saved automatically.

Step by step: Editing Dashboards

  1. Go toReporting → Analytics → Dashboards.
  2. Select the dashboard you want to edit by clicking on its name.
  3. The editing actions you can perform on the dashboard are:
    • Add Component:You can choose"Create widget with Buk AI", "Select widgets from the library"and add a"Separator".
    • Download:You can download the dashboard in PDF or PNG format.
    • Filter:You can filter by a custom time range or by preset periods (for example: 3, 6, or 12 months). Remember to select"Update"to apply the filters.
    • General Information:By clicking the"Edit"button in the referenced tab, you can modify the dashboard's name and description.
    • Change the order:You can use theDrag & Dropsystem to organize the widgets within the dashboard.
  4. The actions you can perform with the components are:
    1. TypeWidget, by clicking on options ( ⁝ ):
      • Download:You can export the widget in PDF or PNG format.
      • Delete:You can remove the widget from the dashboard; this will not delete the widget from the library.
    2. TypeSeparator,when hovering over the line:
      • Delete:Select the trash can that will appear on the right.

Capabilities and limitations

  • Up to20 widgets per dashboard.
  • Up to4 columns per row.
  • Onlyone widget height per row(cannot be stacked vertically).
  • Filter changes are reset when you log out, returning to thedefault of "6 Months".
  • There is no recovery after deleting a dashboard.

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🤖 This article was translated using artificial intelligence. View original article.

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