Dashboard Reporting

Owned by Helen Johnson, created
Last updated: Jan 31, 2024 by Kye Hush
1 min read

Along with in the box and grid view reporting, in WorkBook you can also create dashboards for your reporting needs.

Dashboards are accessed in their own menu. Here you will see all dashboards you have created, or been added to. System Administrators will be able to access all dashboards.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:

 

NAVIGATION: Dashboards

NUMBER

FUNCTIONALITY

1

The list of dashboards you have access to, controlled by your filter options.

2

The dashboard widgets. These can include iframes, databoards or the WorkBook Intelligence add-on BI tool.

3

The link to add widgets to your dashboard.

Only available on dashboards you administer.

4

Dashboard settings. Here you can control access to the dashboard, the format of the dashboard, styling (color & menu icon), and name.

Only available on dashboards you administer.

5

Core menu items:

  • Create a new dashboard

  • Dashboard settings

  • Duplicate a dashboard

  • Hide the dashboard

  • Delete the dashboard

 

Related articles

© Tangram 2022. All rights reserved.