How do I create a dashboard report?

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

Click on Reports from the left menu -> Dashboard Reports -> Create. You can create your own dashboard report by following the three steps:

dashboard reports

Name Your Report:

To create a report for a specific workflow, enter basic details like the name of your workflow and report along with the description. It is easy to identify the report when these details are specified.

Chart Configuration:

To create a dashboard report start by entering a name for your chart and set the display name for the X and Y axis. Define the rule with a condition based on a reference date field.

chart configuration

A data point is a collection of data in a chart configuration. Give a name to the data point and you can specify the rules for determining the value of data point. You can add maximum of 10 data points in a chart. Values can be Average, Maximum, Minimum, Sum, Count of the field. You can also specify the rules to the data point by adding necessary conditions.

data point

The Dashboard report displays all this data in the form of line chart, area chart, bar chart, stacked bar chart, stepped area chart, pie chart.

Keymetric configuration:

A keymetric is also known as key performance indicator (KPI). It is a statistic that gives a measure of an organization or department’s overall health and performance.

To configure the keymetric start by entering a name to the section title. Similar to the data point in chart configuration give a name to the data point in keymetric and specify the rules for determining the value of data point. Values can be Average, Maximum, Minimum, Sum, Count of the field. You can add maximum of 10 data points in a keymetric. Define the rule with a condition based on a reference date field. You can also specify the rules to the data point by adding necessary conditions.

keymetric

The distribution of queries pertaining to different departments in a large organization can be represented in a Dashboard Report as shown below. Click on the share icon share icon  to share this dashboard report through email.

dboard rep

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