Here is a guide about dashboards !
How to move a dashboard to a folder
How to change your landing dashboard
Start with an existing dashboard
NEW : How to create a piloted dashboard ?
First, to keep all your dashboards sorted, we suggest you create a folder.
How to create a new folder
How to move a dashboard to a folder
It’s important to note that certain user permissions may be tied to specific folders, meaning that moving a report could alter authorization settings.
If you have any questions or concerns, don’t hesitate to reach out to us at support@blent.io
How to change your landing dashboard
Your landing dashboard is the first thing you see when you connect to your account.
You can choose to change the landing dashboard for all users (account) or only for yourself (Personnal configuration).
Now it's time to create a new dashboard !
How to create a new dashboard
The time you select in the main settings will be the time per defaults of all your widgets. You will be able to modify this time frame later, widget by widget, to get the exact information you want.
To add content, you have two options. You can start with a blank page and add a widget one at a time, or you can start with an already existing dashboard and modify it to fit your needs.
1. Manually add a widget
You can recreate this as many times you want, or duplicate the widget.
In the example above, we display accounting revenue per day for the last 30 days. If you duplicate it and just change the time frame and display, you could have the accounting revenue per month for the last 12 months.
2. Start with an existing dashboard
We suggest you start with a dashboard from the Blent collection or play with one of your own reports.
You can, for example, duplicate a daily dashboard and transform it to have a monthly overview, then create an automatic sending to receive it on the first day of every month.
To modify each widget, you can start with the basic Widget Maping that will give you an overview on how to play with filters.
We also have specific articles for the most commonly used type of widget in our Widget guidelines section.
How to merge two dashboards
You want to fuse two dashboards together ?
Go to one of the dashboard and follow the same procedure as the section before; 2. Start with an existing dashboard. Only this time select Add ad the end. You now have the widgets from the two dashboards in one place !
NEW : How to create a piloted dashboard ?
To have all the details about piloted dashboard, you can check our full article here: How to use the piloted dashboard
To be careful about ;
- If you select a dynamic date filter, do not choose any expert mode in your widget (week to date, last 7 days ect).
- Some of the widgets may not react well with a piloted dashboard, like donuts.
- You can not see the budget.
To go further
Restaurant widget - Covers & Tickets