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How to create dashboards

Modified on Thu, 24 Nov 2022 at 02:08 PM

This article will show you how to create a new dashboard from scratch.

Info: In Aico, anyone can create a personal dashboard. However, only those with shared dashboards admin rights can create or edit a shared dashboard. Any user can copy a shared dashboard, make changes and save this personalised copy for themselves. This new dashboard cannot be shared and will not affect the layout or design of the shared dashboard.

How to create a new dashboard

On the Actions tab in the top left corner of your screen, select New dashboard from the drop-down list. 

A new tab will open. This will display the configuration view of your new dashboard.

1. Give your new dashboard a name. This name must be unique. You can't save the dashboard if there is a dashboard with the same name already. 

2. Link the dashboard to a category, if required, to group dashboards together. Clicking in the box will open a drop-down menu of existing categories to choose from, or you can start typing to create a new category.

3. Make the date range filter visible in order to search for archived documents. Once clicked, a Date range box will appear on the top right of your screen.

4. Choose the Quick filters you want visible on your dashboard. These are temporary filters that you can select to narrow down the list contents. The values you select reset automatically at the end of your session. Click here to read more about setting up Quick filters.

5. Set any Global filters. These are permanent filters that remain on your dashboard. Click here to read more about setting up Global filters.

Remember, whatever you set as a global filter will apply to the entire chart. In the example below, the Global filter is set to Closing tasks. This means all the data in this dashboard will be limited to only those Aico documents where the Aico process is set to Closing tasks. 

6. To save your new dashboard, you need to add at least one chart. 

To create a new chart in the dashboard, click Add chart. For detailed steps, read about how to add charts to a dashboard.

Click Save.

Click X in the dashboard tab heading to close the dashboard. It will be saved under the Actions drop-down list. 

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