- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Mail Shots
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Displaying & Adding Dashboards
To see your Dashboards click Start > Dashboards, which will take you to the Dashboards Landing Page. In common with other Landing Pages you will now see My Dashboards, which are ones you have created and All Dashboards, which lists all those to which you have access. Click on the name of the Dashboard you want to view and it will be displayed on the right.
Dashboards show you a snapshot of selected Reports. To see the full Report click on the cog symbol at the top right-hand side of each Report or Chart.
Click on Start > Dashboards to open the Dashboards landing page. Click on New Dashboard. Enter a name for the Dashboard and apply your chosen layout using the drop-down menu next to Column Layout. Then click Create Dashboard. You will now see a plain blue screen to which you can add Reports and/or Charts by clicking Add item.
You can add any Report or Chart to your Dashboard using the dropdown picklist next to Select an item to add to the dashboard. If you want the Report or Chart to show a different name when it appears on your Dashboard, enter a name in the Title in the dashboard field. Click Add. The item now appears on your Dashboard. Click Add Item to add more Reports and/or Charts if required.
Once you have added your reports and charts to create your Dashboard, you can open the original report or refresh the results to display the most recent information. You can also remove the report or chart from the Dashboard:
NOTE: You can change the appearance of your Dashboard by dragging and dropping individual items to new parts of the screen.
By default, Dashboards are private to the User who created them. To share a Dashboard with other Users click on the Sharing Permissions padlock where you can grant access to other Users or User Groups.
Quick Access to your Favourite Dashboard(s)
The main reason for creating Dashboards is to give you a quick view of what is going on in your business, so it is highly likely that you will want quick access to your most frequently used Dashboard(s). Within the Dashboards Landing Page you can create a view and make that the default view that appears when you open the Landing Page. In addition you can pin one or more Dashboards to your Workbooks Desktop so that they appear automatically when you first login.
To create a default Dashboard, first filter all of your Dashboards to identify which of them you want to make a default, and save the view with a name. Open that view by clicking on its name in the left-hand column. Click the View icon and choose Set as My Default View. To Pin the Dashboard to your Desktop, open the Dashboard and click the pushpin symbol. The next time you login, this Dashboard will automatically open.
NOTE: the Dashboard will open in the position on the Desktop and at the size it was when you pinned it.