Dive into the customization options available for your custom dashboard

In Assisty, you have the flexibility to customize your dashboards to suit your specific reporting needs. Customizing a dashboard allows you to tailor its appearance, layout, and functionality according to your preferences. Let's explore how you can customize a dashboard in Assisty:

Step 1: Setting a Default Time Range and Filters

1. Set a default time range for all the cards on your dashboard.

• Locate the time range setting option on the top right corner of the dashboard.
• Choose a predefined time range or specify a custom date range that aligns with your reporting needs.
• The default time range will be applied to all cards on the dashboard when it is viewed.

2. Add filters to the entire dashboard to further refine the data displayed.

• Click on the "Add Filter" button or icon on the dashboard interface.
• Select the filter criteria, such as a specific metric, dimension, or condition.
• Apply the filter to the dashboard to narrow down the data according to your specified criteria.

Step 2: Rearranging and Resizing Cards

1. Rearrange the cards on your dashboard to create a logical and visually appealing layout.

• Drag and drop cards to reposition them and establish their desired order.

2. Resize cards to adjust their dimensions and optimize the use of space on the dashboard.

• Click and drag the edges or corners of a card to resize it according to your preference.

Step 3: Managing Cards

1. Remove a card from the dashboard if it is no longer needed.

Hover over a card and click on the "..." menu that appears.

Select the "Remove" or "Delete" option to remove the card.

2. Clone a card from another dashboard and save it to the current dashboard.

Hover over a card and click on the "..." menu that appears.

Select the "Clone" or "Duplicate" option to create a copy of the card.

3. Customize the design of a card to display different visualizations or metrics.

Hover over a card and click on the "..." menu that appears.

Select the "Design" option to access the card design settings.

Step 4: Printing the Dashboard

1. Print your customized dashboard for offline viewing or sharing with others.

• Locate the print button located on the top right corner of the dashboard.
• Click on the print button to open the print dialog.
• Adjust the print settings, such as paper size, orientation, and margins, as needed.
• Click on the "Print" button to print the dashboard using your connected printer.

Step 5: Saving and Sharing the Customized Dashboard

1. Once you've customized your dashboard to your satisfaction, save your changes.

• Click on the save button located on the top right corner of the dashboard.
• Give your customized dashboard a meaningful name that accurately represents its purpose.

2. Share your dashboard with other team members or stakeholders by providing them with access to view or edit the dashboard.

Customizing a dashboard in Assisty allows you to create a personalized reporting experience that aligns with your specific needs and preferences. Take advantage of the customization options available to design a dashboard that presents data in a meaningful and visually appealing way.

Updated on: 07/07/2023