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How to assign dashboar...

How to assign dashboards to users?

To assign dashboards to the users, please follow the steps mentioned below:
  1. From left Navigation Menu, go to Reports & Analysis and click Dashboards..
  2. Click on + icon to Add new graph.
  3. Now select Organisational hierarchy.
  4. Pick a template the data you want to view and Pick a module and then pick the activity.
  5. Click Submit to view chart or graphs.
  6. Data can be filtered by Filter by option.
  7. Under Configuration, select the general configuration of data to be shown on X-axis and Y-axis along with time field and chart type.
  8. Choose an option from Group by and Order by menu.
  9. Under Mobile Configuration, select Time Interval and Refresh Interval for graphs visible in field user's mobile app.
  10. Click on Submit to view the graph.
  11. Now click on Add to Dashboard on top right hand side.
  12. Fill Name and Description under Info. Check Allow Dynamic Parameters as per requirement.
  13. Click on Assigned To tab and select the user groups to assign dashboard.

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Revision #5
Created 1 year ago
Updated 5 months ago by Kamna
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