Creating a Custom Dashboard
Learn how to create your own custom dashboard in Assisty. Understand the steps to set up a personalized dashboard tailored to your specific business needs.
With Assisty, you have the flexibility to create your own custom dashboards tailored to your unique reporting needs. Custom dashboards allow you to track the specific metrics and key performance indicators that matter most to your business. Let's explore how you can create a custom dashboard in Assisty:
Getting Started
From the Assisty main menu, navigate to the Dashboards section.
Click on the "Create New Dashboard" button to start creating your custom dashboard.
Adding Report Cards
Once you've created a new dashboard, click on the "Add Report Card" button.
Choose a predefined report from the Report Library that aligns with the metrics you want to track in your custom dashboard.
Customize the configuration of the report card by selecting the desired metrics, filters, and visualization settings.
Modify the report card's settings to suit your specific reporting requirements.
Arranging Report Cards
Arrange the Report Cards on your custom dashboard to create a logical and visually appealing layout.
Drag and drop the Report Cards to reposition them as desired.
Adjust the size and layout of the Report Cards to optimize the use of space on your dashboard.
Customizing Dashboard Settings
Customize the settings of your custom dashboard to further personalize the user experience.
Set a descriptive title for your dashboard to easily identify its purpose.
Choose a color scheme or theme that aligns with your branding or personal preferences.
Configure any additional settings or features available to enhance the functionality of your custom dashboard.
Save and Share
Once you've customized your custom dashboard to your satisfaction, save it for future reference.
Give your custom dashboard a meaningful name that reflects its purpose.
Share your custom dashboard with team members or stakeholders by providing them with access to view the dashboard.
Creating a custom dashboard in Assisty empowers you to monitor and analyze the metrics that are most important to your business. Take advantage of the flexibility and customization options available to design a dashboard that provides you with valuable insights and helps drive your business forward.
With Assisty, you have the flexibility to create your own custom dashboards tailored to your unique reporting needs. Custom dashboards allow you to track the specific metrics and key performance indicators that matter most to your business. Let's explore how you can create a custom dashboard in Assisty:
Getting Started
From the Assisty main menu, navigate to the Dashboards section.
Click on the "Create New Dashboard" button to start creating your custom dashboard.
Adding Report Cards
Once you've created a new dashboard, click on the "Add Report Card" button.
Choose a predefined report from the Report Library that aligns with the metrics you want to track in your custom dashboard.
Customize the configuration of the report card by selecting the desired metrics, filters, and visualization settings.
Modify the report card's settings to suit your specific reporting requirements.
Arranging Report Cards
Arrange the Report Cards on your custom dashboard to create a logical and visually appealing layout.
Drag and drop the Report Cards to reposition them as desired.
Adjust the size and layout of the Report Cards to optimize the use of space on your dashboard.
Customizing Dashboard Settings
Customize the settings of your custom dashboard to further personalize the user experience.
Set a descriptive title for your dashboard to easily identify its purpose.
Choose a color scheme or theme that aligns with your branding or personal preferences.
Configure any additional settings or features available to enhance the functionality of your custom dashboard.
Save and Share
Once you've customized your custom dashboard to your satisfaction, save it for future reference.
Give your custom dashboard a meaningful name that reflects its purpose.
Share your custom dashboard with team members or stakeholders by providing them with access to view the dashboard.
Creating a custom dashboard in Assisty empowers you to monitor and analyze the metrics that are most important to your business. Take advantage of the flexibility and customization options available to design a dashboard that provides you with valuable insights and helps drive your business forward.
Updated on: 06/07/2023
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