Creating Dashboards

Supervisors can benefit from the dashboard view, allowing multiple reports to be viewed on a single screen. There’s no limit on the number of dashboard views that can be created, so supervisors can create a specific dashboard for each team or multiple dashboards illustrating different KPIs.

The dashboard feature is available with all license levels of Akixi.

A dashboard can include a minimum of two reports and a maximum of six.

Creating a dashboard

To create a dashboard, the supervisor must first access the reporting portal and create a dashboard report style.

1. ‘Add Report’ button
2. Report tab
3. Select dashboard from the style drop-down field

After the dashboard report style has been selected, the dashboard tab will appear. This is where the supervisor can customise the layout of the dashboard and select which reports are displayed.

4. Dashboard tab
5. Add button
6. Select dashboard layout
7. Click OK

Available dashboard layouts for the number of reports selected for inclusion will be displayed. For example, if only two reports have been added to the dashboard, then only the layout options which include tiles 1 and 2 will be displayed. In total, there are ten different report layout options that can be used on dashboard displays.

Each report added to the dashboard will be assigned with a colour-coded number. These colour-coded numbers correspond to the numbers displayed on the preview images of the dashboard layouts. For example, the report labelled number 1, will appear in the top left-hand corner of the dashboard.

Once the OK button has been clicked, the dashboard will be created reflecting the reports and layout that have been selected within the dashboard settings.

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Creating Dashboards
2020-08-04T09:00:38+01:00
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