Create a dashboard
An administrator chooses New dashboard on the Dashboards page, names it, and adds components to it. A new dashboard is a draft that only administrators see until it is published. A published dashboard can also be made the home page that everyone sees when they sign in.
Create a dashboard
- Open Dashboards, under Overview in the menu.
- Choose New dashboard, enter a name of up to 60 characters, and choose Create.
- The new dashboard opens empty, as a draft, for the year to date and the whole group. Choose Edit dashboard, then Add component. Add a component explains the rest.
Only an administrator can create and change dashboards, on a screen at least 768 pixels wide.
Publish, duplicate and delete
- Publish makes a draft visible to everyone who can read reports. Back to draft, in the dashboard's menu, hides it again.
- Duplicate makes a draft copy, named with (copy) at the end.
- Delete dashboard deletes it and its components. Board packs already made keep their copies, and the change log shows who deleted it.
The home page
The built-in Overview is the home page until you choose another. Make this the home page, on a published dashboard, makes it the page everyone sees first. Use the built-in Overview as the home page switches back. A dashboard cannot go back to draft while it is the home page.
Dashboards that come with Finconsol
The Dashboards page lists the built-in Overview first, then your own dashboards, then the standard dashboards, such as Performance, Cash and working capital, and Companies. Editing a standard dashboard first saves a copy for your group. Industry packs add more dashboards for one industry.
Who can read dashboards
Administrators, preparers, approvers, viewers and auditors can read published dashboards. Board readers and investor readers cannot. Drafts are seen only by administrators.
Limits
A group can have up to 30 dashboards and 300 components in all, and one dashboard holds up to 40 components.