Creating a Dashboard – SolveXia

Once all yellowfin reports have been created, it is possible to organise them in a dashboard.

To create a new dashboard, click on the plus button towards the top right of the screen:

How to create a dashboard

1. Select the + icon situated on the top right side of the page

2. Select Dashboard.

3. A pop-up will request you to specify the name of the dashboard and select a folder where the dashboard will be stored. If no folder is selected, the dashboard will be moved to the default “Dashboards” folder.

4. Click Create Dashboard.

5. The newly created dashboard will be opened in the new tab.

Click on "Edit dashboard" in order to add reports to the dashboard. A new tab will open with the following interface:

Click the folder icon on the left-hand bar to view all reports. Simply drag and drop onto the workspace to start populating the report:

Using the checkered icon, the layout can be changed from 1, 2 or 3 columns:

Look for the 4 dots under the reports. Select them and drag to resize the report :

Once happy with the dashboard, select the saving icon, update name and description, and activate: