How to create a Dashboard?

A Reports Dashboard is a tool that visually tracks, analyzes, and displays key performance indicators (KPI), metrics, and key data points to monitor the health of a business, or a process.

The dashboard contains a collection of charts and tables to get a high-level overview of the business or company. In Turbohire, you can utilize this tool with reports to track various processes of your company. 

 

Create a Dashboard

In TurboHire, there are 2 ways to create a dashboard: 

  1. Method 1
    1. Click on Reports in the Navigation Menu on the top and select Dashboard to go to the homepage of the dashboard.
    2. To create a dashboard, click on Add a Dashboard.

           
    3. A dialog will appear requesting to fill in the Dashboard name, description, and access level. You can choose to keep the Dashboard Public or Private. 
      1. Public: This dashboard will be visible to all the users
      2. Private: Other users will not have access to this dashboard

    4. Now you’ve successfully created an empty dashboard. To add reports, click on Add a Report and select the report you would like to add to this dashboard. 
    5. Open that particular report and click on Add to ‘Dashboard name’. 
    6. Modify the name and description of the report and then, click on Add. 
           
  2. Method 2
    1. Go to Reports > Report Library
           
    2. Open the report you would like to add to a dashboard. 
    3. Once you’ve opened the report, click on Add to Dashboard. 
    4. Choose to add this report to a new dashboard or an existing dashboard 
      1. New Dashboard: Modify the details of the report and dashboard to add your report to the new dashboard

             
      2. Existing Dashboard: Modify the name and description of the report and pick a dashboard to which you want to add the report

    5. Click on Add to successfully add the report to the new and existing dashboard.

Tip: You can reposition the added report by clicking and dragging from the upper edge of the report. You can also resize from the bottom right corner of the report. 

 

Read more here about how to add a report to the dashboard!