How to: Use dashboards

Once you have created your dashboards, you have beautiful data sets available whenever you need. 

You can segment certain attributes, change date ranges, or download the data.

Segmenting charts

By clicking on one of the fields in a chart, it will update the other charts accordingly, as well as the related projects or deliverables list at the bottom of the page. 

In the example below, there is a Current work dashboard, and we want to see only projects that are in the Created state. 

1. Click on the Created state, this will de-select the other states in the chart
2. Data in the other charts will have updated to correspond only to the selected state
3. The Related projects list has also updated and is now only showing a list of Created projects

You can select multiple states, and you can also select/de-select data in the other charts to get a really specific data set.

Change date ranges

1. Click on Dashboards in the menu
2. Select the relevant dashboard set
3. Scroll down the page to the Date range. 
4. Change the date range by selecting an option from the green drop-down list and/or by dragging the timeline to the timeframe required
   
   The orange lines along the timeline denote project created dates. If you drag the timeline to a timeframe that has no projects created, there will be no data in your charts
   
   

Download data: To download a CSV file of the Related projects list, click on the Download data icon at the top right hand-side of the screen.

Download screenshot of charts: To download a screenshot of charts, click the Download screenshot of charts icon at the top right hand-side of the screen.

Print all charts: To print charts, click the  Print all charts icon at the top right hand-side of the screen.