Introduction
The Workspace feature provides a centralized hub where you can access all your dashboards, ensuring that all your important data insights are easily accessible in one place.
This feature streamlines your workflow, enabling you to monitor key metrics and performance indicators effortlessly. Additionally, you can create new dashboards directly from the Workspace, making it even easier to manage and customize your data visualization needs.
How to create a Dashboard in the Workspace?
To create a dashboard in the Workspace, follow these steps:
- Navigate to the dashboard listing page by clicking on the “workspace” feature present in the “Reports and Analytics”
- Click on the “Create” button located at the top right corner of the page.
- A pop-up window will appear, prompting you to provide a name and description for your new dashboard.
- Fill in the required details and click “Create dashboard”
How to add a Report to the Dashboard?
To add a report to the dashboard, follow these steps:
- Navigate to the report listing page by clicking on "Report Builder." present in the “ Reports & Analytics”
- Hover over the right edge of the report bar until three dots appear.
- Click on the three dots to reveal a menu with various options.
- Select the “Add to Dashboard” option from the menu.
- A pop-up window will appear, allowing you to choose the dashboard to which you want to add the report.
- Select the desired dashboard and click the "Confirm" button.
