In Holistics, Dashboard is a collection of reports/widgets that help you tell a story, or paint a big picture of your organization.
You can start creating dashboards by clicking add dashboard from different ways:
- Top menu
- Left-side bar menu
- Create menu in the Reporting page
Then you can Add Widgets to your dashboard to make it more meaningful. After the widget is added, you can change its size, position and settings. Please refer to the Widgets page for more details on widget types and control options.
You can export your dashboard to a static snapshot in PNG or PDF format. Please refer to the Data Export for more details about this feature.
In case you want a regular snapshot of your dashboard delivered to your hand, you can easily set up a schedule just like with reports.
For more details, please refer to the Data Schedules section.
At the Dashboard level, you can create filters to be used in multiple widgets. All filters that you created in a widget will also be available to other widgets in the same dashboard as well.
By default, filter values at Dashboard level will override those at Report level. For more information, please refer to Filters page.
You can copy and move your dashboards to other folders or workspaces by clicking on More icon. If you're the owner of this dashboard, you can also lock it to prevent other people adjust your own dashboard.
The Copy feature is particularly useful when you want to experiment with your designs, or create different versions of your dashboards to suit different needs and audiences.
Updated 6 months ago
Ready to dig deeper? Let's check out how Widget works: