Knowledge

1. Overview

Dashboards let a user combine reports, KPIs, pivot tables, and free text into a single visual screen. A dashboard is assembled on a drag-and-drop canvas from a fixed library of widgets, each of which is configured independently — most widgets pull their content from a Report or a KPI that was built earlier.

Because widgets are configured rather than coded, a dashboard can be rebuilt or adjusted at any time by changing a widget's Report Source, KPI Source, or layout settings, without needing to recreate the underlying report or KPI.

2. Accessing Dashboards and Creating a New Dashboard

Navigate to: Business Intelligence → Dashboard Hub → New Dashboard

The New Dashboard screen opens with a header bar and the three-panel builder. Back to List returns to the dashboard list without saving.

• Name – descriptive name for the dashboard.
• Status – Draft or Published. Keep a dashboard as Draft while it is being built or revised, and switch it to Published once it is ready for other users to view.
• Save Info – saves the Name and Status fields entered in the header.
• Quick Save – top-right button that saves the current canvas layout together with every widget's configuration.

3.The Dashboard Builder Layout

The builder is divided into three panels:

• Widget Library(left) – the fixed set of widgets available to place on the canvas, grouped into Report Widgets, KPI & Metric Widgets, and Special Widgets.
• Canvas(center) – the dashboard surface itself. An empty dashboard shows the placeholder message "Drag widgets from the library on the left and drop them here to design your canvas."
• Widget Properties(right) – contextual configuration for whichever widget is currently selected on the canvas, shown as Data / Style / Interaction tabs. Before any widget is selected, it reads "Select a widget on the canvas to configure its properties."

4. Widget Library

The Widget Library groups every available widget into three categories:

• Report Widgets – Chart, Table, and Pivot. Each renders the result of a saved Report.
• KPI & Metric Widgets – KPI Card, which displays a single saved KPI.
• Special Widgets – Text Block, Image Block, and Separator, used for labeling, branding, and visually dividing the canvas rather than displaying report data.

5. Adding, Selecting, and Arranging Widgets

1. Drag a widget from the Widget Library and drop it onto the canvas.

2. An unconfigured Report or KPI widget appears on the canvas as a placeholder card reading "Click ⚙ to configure source."

3. Click a widget's card, or its gear (⚙) icon, to select it. The Widget Properties panel on the right switches to that widget's Data / Style / Interaction tabs.

4. Each placed widget's header bar also shows a drag handle (to reposition it), a width-toggle icon, a duplicate icon, and a trash icon (to remove it).

Once a widget is selected, the Widget Properties panel shows only the tabs relevant to that widget type — see Section 6 for what each tab contains.

6. Configuring a Widget: Data, Style, and Interaction

Every widget's Properties panel is built from up to three tabs, and every tab ends with an Apply button that must be clicked to save that widget's settings:

• Data – what the widget displays: its Report Source, KPI Source, or text content, plus its Widget Title.
• Style – how the widget looks on the canvas: its Width, Border, Shadow, and Background Color.
• Interaction – what happens when a viewer clicks into the widget's data: Drilldown and Drillthrough.

Chart, Table, and Pivot Widgets

Chart, Table, and Pivot are the three Report Widgets, and they share an identical set of Data, Style, and Interaction options — only the Report Source values that make sense for each display type differ:

7. Saving and Publishing a Dashboard

• Click Apply on a widget's Properties panel after every change to that widget, or the change is not kept.
• Click Quick Save to save the overall canvas layout and every widget's configuration.
• Set Status to Published when the dashboard is ready for other users to view; leave it as Draft while it is still being built.

8. Viewing and Sharing a Dashboard

Clicking a dashboard from Dashboard Hub opens its Dashboard Detail page, showing the dashboard's Name, Status badge, and every configured widget laid out exactly as it was built.

• Back to Dashboard Hub – returns to the dashboard list.

• Edit – reopens the dashboard in the builder described in Sections 11.3–11.6.

• Share – opens the Share Dashboard modal. This button is shown only when the dashboard's Status is Published; a dashboard saved as Draft does not show a Share button at all.

The Share Dashboard modal has two parts:

• Current shares – a table of everyone the dashboard is already shared with, with columns Type (Staff or Department or Role), Shared To (the staff member's name or the department name or the role name), and Actions (a red ✕ icon to remove that share).

• Add New Share – Share Type (a dropdown for how the share is targeted, e.g. Staff, Department, Role,) and a dropdown for the specific staff/department/role, followed by an Add button to create the new share. Close dismisses the modal.