Step 1: Create and Save the Report
To add a report to a dashboard, you must first create the report. For detailed guidance on creating reports, refer to Analysing Your Data.
After creating the report:
Save it by selecting Save.
Assign a name to the report. You may also modify the report title if needed.
Ensure the report is set to Visible to All Users to allow access for your team.
For additional information on saving and sharing reports, see Save and Share Reports.
Step 2: Create a New Dashboard
The user undertaking the remaining steps requires Administrator access.
If you intend to add the report to an existing dashboard, proceed directly to Step 3.
To create a new dashboard:
Navigate to Management > Data > Dashboards > New Dashboard.
Enter a Name and Title for the dashboard.
Specify an Order number. This must be a unique value to determine the display sequence of dashboards. Choose a number that reflects your preferred order.
Optionally, upload a relevant city logo by dragging and dropping it into the designated section. This image will appear on the dashboard for easy identification.
Step 3: Add a Dashboard Tile
To add your report to a dashboard:
Go to Dashboards (you may need to refresh the browser to see the Dashboard icon appear on the left-hand menu) and select your desired dashboard (e.g., the newly created dashboard from Step 2).
For a new dashboard, click the large + tile displayed
For an existing dashboard, locate the + tile at the bottom right of the existing tiles.
After clicking the + tile, select the report you created from the dropdown list.
Enter a concise Title for the report tile. Ensure it is short enough to display fully on the dashboard.
Optionally, add a brief Description. This will appear in the top right corner of the report tile for additional context.
Click Save to add the tile to the dashboard.
The report will now be visible on the dashboard.
Editing or Removing a Tile
If you need to modify or delete a tile:
Double-click the tile on the dashboard.
Options to Edit or Delete will appear. Select the appropriate action and save your changes as needed.
