Customizing a Dashboard
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:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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
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.
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
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.
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.
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
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
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.
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
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