Dashboard can be customized in multiple ways. The color schemes, period settings, Background settings and to who you are publishing it to all these can be adjusted for you to personalize your dashboard.
The color schemes and the background can be set to match your company branding or your personal preferences. With the Period settings you can group your data in the dashboard into periods and the frequency that match your reporting style.
Table of contents:
General
When you click on the Settings icon to view the overview of the Dashboard settings, an additional menu will open at the top of your dashboard where you are able to edit your general dashboard settings. To customize the dashboard with your company look and feel you have to go the tab Dashboard on the main menu (Left hand side of the screen) then click the respective dashboard you wish to customize and you find the pencil icon on the top right corner of the page.
After clicking the pencil icon there will be few more icons which will pop up. In that click on the settings icon(Tiny wheel) to view the overview of the dashboard settings.
Any changes you make here will be reflected in your entire dashboard. In other words, this will be applied to every widget and every tab that is part of this specific dashboard. The settings menu looks like this:
Any changes you make here will be reflected in your entire dashboard.Color Scheme
Here you can choose a color scheme that will be applied to all the predefined widgets that you have added to your dashboard. For any new widgets, the chosen scheme will automatically be applied as the default color scheme. We have already provided you with 8 ready to use color schemes. Simply click the top-right corner of the Color Scheme menu which states 'Easy', and the options will appear.
Besides our predefined options you can also customize the color schemes to match your companies branding or your personal preferences. Additional instructions in how to set this up can be found in our article on Customized color schemes.
For any new widgets, the chosen color scheme will automatically be applied as the default color scheme.Period Settings
The period setting of the dashboard ensures that you are able to group your data into periods and frequencies that match your companies reporting style.
- Period type
- Default Reporting range
- Default reporting period
- Only allow finished period
Period type
The period type determines how your users treat the grouping of the periods. Do you want them to have access to smart pre-calculated settings like months or weeks? Do you want them to be able to select their own start date and end date over which the data is calculated manually? Or both?
If you choose the SMART option or BOTH option, you need to select the project that will determine your period grouping. The date on which the last completed record was entered into the database counts as the basis of the end date of the reporting period you choose.
Default Reporting range
The default reporting range will determine your year-cycle. This can be from January to December like a regular calendar year. But you can also choose a range from September - August to match a fiscal year, for instance.
In the dropdown for the Reporting Periods For Users, you can set your preferred periods to be used for grouping your data together (e.g. days, weeks, months, quarters, etc.) If you select 1 month and you use a widget that compares multiple periods, the comparison will be made in months. If you select 1 week, than your widget will present you with a comparison based on weeks.
If you select 1 month and you use a widget that compares multiple periods, the comparison will be made in months. If you select 1 week, than your widget will present you with a comparison based on weeks.
Default reporting period
The Default Reporting Period indicates which of the periods you selected in the reporting periods for users dropdown will be used as a default for all users when opening the dashboard
All dropdowns only show you the allowed years and periods that your administrator has approved and selected on portal level. For more information on how to set this up, read our article on Reporting Periods.
Underneath the dropdowns there is an additional checkbox for your period settings:
Only allow finished periods
When selecting this will ensure that the dashboard will include data only for the completed periods.
For example: It is now the 28th of September. You have indicated with the dropdown that you want to use a period grouping of 1 month, and that you only allow finished periods. This means that the most recent period reported in your dashboard is the month of August. The records of September 1st - September 28th are not reported yet. As soon as it becomes October 1st, your dashboard will be updated to include the month of September.
When selecting this will ensure that the dashboard will include data only for the completed periods.
Background Settings
By default the background color of your dashboard is white. You are able to set a background image by selecting one from the media library. Simply clicking on the pencil icon will open up the media library to make your selection. The image will fill the background of your dashboard, so be sure to use an image that is suitable to be enlarged.
The picture that you choose will be applied to your entire dashboard. So if you decide to add multiple tabs, every tab will have the same background image.
Opacity settings - Underneath the background image you can set the opacity for your widgets. Low opacity will give your widgets a mostly white background, making them stand out more. A higher opacity will make your widgets more transparent, so your background image will shine through for a branded look & feel.
Published to
This is the final tab you will see when customizing the dashboard look and feel. In this tab you can add groups of users that are able to view the dashboard that you have created. The groups that are presented here to choose from are reflecting your companies set-up of groups under User management.
