How do I create and share a dashboard?
The Natural HR Report builder allows you to create custom dashboards based on your custom reports, to provide you with the data your business needs to make the right decisions. Once you have created your reports you can share them with other users, or create a dashboard where you can display your reports:
To create a dashboard, go to:
Reporting > Report builder
Here you will see all the reports you have created. At the bottom of the screen, click on the 'My dashboards' button.
Then click on the 'Gear wheel' icon
Followed by the 'New' icon
Enter a name for your dashboard, then click on OK
You will see the dashboard has been created, click on OK
Now you will additional options available, first we will click on 'Add report' to add a report to the dashboard
You will see listed, all of the reports you have built, grouped by report type e.g. Column, Line, Pie, Table (if you have the analytics feature enabled, otherwise you will only be able to create and see reports using the table type.
After selecting the report you want, click on the 'Select button'
You can then resize the report by dragging an edge or a corner of the report. There are also buttons allowing you to edit the report or delete it if you no longer require it.
Click on 'Add report' again and repeat the process until you have all the reports you want on your dashboard. You can also click and hold your left mouse button to move the report to another position.
Once you have all the reports you want on your dashboard you can click on the 'Tick' or 'Check' icon to save and display your dashboard
However, before we do that we might want to share this dashboard by clicking on the 'Share' button
You can share a copy of your dashboard in the same way you can as a report. Please note though that the user group(s) you share your dashboard with must also have permissions to view the dataset(s) of the report(s) on your dashboard, otherwise you will see error(s) like this. Please click here to refer to the knowledgebase article that refers to setting up Report builder permissions
You can also choose to display your dashboard on your Natural HR home screen, which will replace the dashboard metrics, by clicking on the 'Set as home dashboard button'
Your dashboard metrics view will now be replaced by your dashboard
If you no longer want the dashboard, you can click on the 'Delete' button or 'Remove as home dashboard' button which will also remove it from your home screen and reinstate your dashboard metrics view
or you could create a new dashboard and replace your home dashboard with the new one.
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