AdvoLogix Help

Dashboards

Updated

Dashboards allow users to visually identify trends and measure the effectiveness of their activities based on the real-time data gathered with their reports. Reports provide all the data shown in a dashboard and can show data from more than one report.

Dashboards are shared via folders. Whomever has permission to the folder a dashboard is saved in also has access to the dashboard.  The Dashboard Editor is a visual, drag-and-drop tool which used to create dashboards and edit existing ones. The Dashboard Editor is where dashboard components are added, edited, and arrange.

Dashboards Tab

Dashboards TAB

Dashboard View

Dashboard View

This can provide a snapshot of key metrics and performance indicators for your organization (based on source reports).

Individual Dashboard Component

Individual Dasboard Component

Each dashboard can have up to 20 components (three are shown above).  Click a dashboard component or its elements to drill down to the source report, filtered report, record detail page, or other URL

Source Report

Source Report

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. For dynamic dashboards, the running user can be set to be the logged-in user, allowing each user to see the dashboard according to their specific access level.

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