What are dashboards?

Overview:

Dashboards contain a collection of reports to show detailed business insights side by side. You can create multiple dashboards. A dashboard is private by default, but can be shared with other Creovai users. Reports are created in search & browse and then easily added to your dashboard.

Dashboards makes it easy to:

• Organize your reports into groups for comparing side by side.
• Customize the arrangement and sizing of dashboard reports.
• Easily save and reference your Search & browse results so you don’t need to manually replicate the search each day.
• Share your saved dashboard with other Creovai users for collaboration and visibility to report groupings.

Elements of the Dashboard list:

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1. Insights menu: provides an option to view My dashboards.
2. Folder drawer: allows you to see all your folders in a list view.
3. Actions: provides a menu of additional options for managing your dashboards.
4. New dashboard: allows you to add a new dashboard.
5. Search: allows you to quickly search the dashboard titles in the list.
6. Filters: provides a quick way to filter the list to dashboards owned by you or shared with you.
7. Sort: allows you to easily sort the dashboards by name or last modified date.
8. Name: displays the name of the dashboard. Shared dashboards will have a shared icon.
9. Owner: shows who owns the dashboard. You will have more available actions for dashboards owned by you.
10. Last modified: displays the date when changes were made to the dashboard.
11. On/in: shows how many folders the dashboard is in. To see which folders, click on the numeric value.

Elements of the Dashboard:

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1. Folder drawer: allows you to see all your folders in a list view.
2. Breadcrumb: displays which folder the dashboard is in. You may click on the folder names to open that folder.
3. Close: closes the dashboard and returns you to previous page you were looking at.
4. Add to folder: allows you to add this dashboard to a folder.
5. Share: allows you to share the current dashboard with other Creovai users.
6. More actions ( ••• ): provides a menu of additional options for managing your dashboard.
7. Dashboard title: displays the name of the opened dashboard.
8. Information: when you hover over this icon, you'll see a description of the dashboard.
9. Navigation buttons: click either button to advance to the next (or previous) dashboard in this folder.
10. Shared dashboard: displays only when a dashboard is shared among Creovai users.
11. Dashboard canvas: displays the reports contained on the current dashboard. This is the area where you can rearrange, resize, and remove reports.