Xenia’s dashboard feature allows users to create personalized reports using custom widgets and filters, providing insights tailored to their specific needs. Follow the steps below to create your first custom dashboard:
Step 1: Access the Dashboard Module
- Log in to your Xenia workspace.
- From the left-hand navigation menu, click on “Dashboards” located at the bottom.
- You will be presented with two options: Dashboard Templates and Custom Dashboards. Select Custom Dashboards.
Step 2: Start Creating a Dashboard
- Once in the Custom Dashboards tab, you will see a welcome message that invites you to create your personalized dashboard.
- Click the purple “Create Your First Dashboard” button to begin (refer to the first screenshot).
Step 3: Choose a Chart Type
- After clicking “Create Your First Dashboard,” you will be taken to the dashboard creation screen.
- A window will pop up asking what type of chart you want to create. Options include
Tasks & Work Orders.
Scheduled Work.
Template Submissions.
Flagged/Failed Items. - Select the chart type that fits your reporting needs.
Step 4: Add a Chart Widget
1. After choosing a chart type, the Add Chart window will open.
2. Here, you will configure the chart:
- Chart Title: Provide a title for your chart.
- Chart Type: Choose from various chart formats such as Bar, Line, Pie, Number, or Table.
- Select Variable: Choose the variable you want the chart to represent, such as the number of tasks or flagged items.
Step 5: Apply Filters
- Under the Filters section, you can narrow down your data by selecting criteria that match your needs.
- You can filter by Status, Template, Assignee, Category, Completed By, Task Type, and more.
- Use the Add Filter option to include more variables if needed.
Step 6: Preview and Finalize
- As you adjust your chart settings, you will see a Preview of the chart in real-time (visible in the third screenshot).
- Once you’re satisfied with the configuration, click Create to add the chart to your dashboard.
Step 7: Customize and Save
- You can continue to add multiple charts to your dashboard by repeating the steps above.
- Once you have all the widgets in place, customize the layout and arrange the charts to your preference.
- Save your dashboard for future use, allowing you and your team to monitor the most relevant metrics easily.
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