9. Create dashboards

• How do I create a dashboard? 
• Can I change the date range?  

How do I create a dashboard?

There are two types of dashboards, Project dashboards and Deliverable dashboards.

Project dashboards display fields directly related to the project. Deliverables dashboards display fields directly related to the deliverables. When you create a new dashboard it has four default charts (state, workflow, provider, and project manager). These can be changed and edited very easily to suit your reporting requirement.

To update a dashboard:

1. Click on Dashboards from the side menu
2. Click on the green plus button
3. Select dashboard type, either Project or Deliverable
4. Enter a title
5. Select who can view the dashboard
6. Click Create new dashboard
   
7. To edit the charts, click on the Edit chart button at the top right corner of the chart
8. elect the chart type (row or pie - we recommend row)
9. Select which attribute(s) you want to chart
10. Click Save
11. Continue steps 4 - 6 for the other charts

You can chart an attribute by any numerical fields you capture, for example, Total invoiced amount by Workflow type. To generate this report,

1. Select Workflow for the Dimension field
2. Scroll down to Measure and select Total Invoiced and value method Sum from the drop-down
   
    

Note: Measure values can be displayed as a Sum, Average, Median, Minimum and Maximum.

Can I change the date range? 

All date fields from your project template can be selected to be displayed in the date range. The created date is selected by default. If there are no date fields in your project template you can only select Created date. 

To change the date displays in the dashboards:

1. Click on the edit button
   
   
    
2. Select the date attribute you want to chart
3. Click Save

To change the date range

1. Change the time frame by selecting an option from the green drop-down list; last 5 years, last year, last quarter, last month, last 7 days
2. To create a custom date range, drag either end of the grey date range bar to your selected dates or enter in the date fields below the chart and click Show

Go back   Next article: Create filters