Dashboards and reports

Dashboards

Every module's menu has a Dashboards entry. It lists the dashboards for that module and shows the one you pick. From there you can create a dashboard, rename it, set which one opens by default, and edit it to add, move and resize its charts and numbers.

Anyone in the workspace can view dashboards. Editors can create and change them, and admins can delete them.

Reports

Reports lists the reports every module ships with, grouped by module. Search for it with Cmd+K; managers and admins also have it in the right strip.

Building a report

Choose New report to build your own in five steps:

1. Entity: pick what to report on, such as invoices or tasks.
2. Shape: a flat table of records, or a summary that adds up, counts or averages a value grouped by something, such as revenue by customer.
3. Configure the columns and filters, or the value and grouping.
4. Preview the result against your real data.
5. Save it with a name. It joins your reports list.