Create, edit and delete dashboard

You can use several dashboards to group the content of reports. This allows optimizing the workflow and administrating access for relevant users.

Create and manage your own dashboard folder for various tasks.

Dashboard User: The default folder is the preselected dashboard which is always available. All reports and data that the user has created for themselves are displayed in this dashboard. Factors influencing this are individual settings and authorizations.
Custom Folders: Custom folders allow organizing reports according to one’s own requirements. Users can create a custom folder, give it a name and add further users. This means that reports and data are processed and analyzed together.

Dashboard User

1	Create report	You can use the Create report function to define new reports that are later displayed on a dashboard. You select a title, KPIs, conversation types, display formats and the desired time period to create a report that covers your analysis requirements. Objective: To prepare relevant data effectively and make it available for dashboards.
2	Pin Dashboard	With Pin Dashboard, you can set a specific dashboard as the default view that opens automatically when you log in. Goal: Increased efficiency through direct access to the most frequently used dashboards.
3	Dashboard User	Selection of default dashboard folder and created dashboard folders. The default dashboard folder is Dashboard User.
4	Create dashboard	This function allows you to create a new dashboard in which you can group specific reports by topic. Enter the title of the dashboard. Define users who are to be granted access. Add reports to the dashboard. Goal: Create individual dashboards to optimize workflows.
5	Edit dashboard	You can use this function to update or delete an existing dashboard. Goal: Adapt dashboards to changing requirements.

Create new dashboard folder.

Click on the icon to create a new dashboard folder.
In the field Header, enter an unambiguous name for the dashboard folder.
Click in the field Selected User.
Enter the first letter of the name of a user.
Selected users are all users who are supposed to access the folder in addition to the owner.
Select one or several users from the drop-down list.
Click on the button Save to save the settings.
Click on the button Cancel to discard the settings.

Click in the field Dashboard User to select either the default dashboard folder or a custom folder.
Select the desired dashboard folder from the drop-down list.

Click on the icon , to edit or delete a created dashboard folder.
NOTICE! The default dashboard folder cannot be changed or deleted.
In the field Header, change the name of the dashboard folder.
Click in the field Selected User to add additional users.
Enter the first letter of the name of a user.
Select one or several users from the drop-down list.
Click on the button Save to save the settings.
Click on the button Cancel to discard the settings.