Create Analytics dashboards
What are Analytics dashboards?
What you'll need
- eAuditor Premium Plan or Enterprise Plan
- Web app
- "Analytics: Manage" or "Analytics: Create dashboards" permission
- Full seat
- Depending on the type of dashboard you want to create, you'll need the corresponding permission: Custom dashboard: "Analytics: Manage" permission Site-based dashboard: "Analytics: Create dashboard (site-based)" permission Individual-based dashboard: "Analytics: Create dashboard (individual-based)" permission
Create an Analytics dashboard
1. Log in to the web app.
2. Select Pie chart icon Analytics from the menu on the left-hand side.
3. Click Plus icon Create dashboard on the upper-right of the page. Depending on your permission, select the type of dashboard you want to create in the pop-up window.
4. Select from the following options:
Use a dashboard template: Select this option if you’d like to make use of pre-made templates.
Start from scratch: Select this option if you’d like to create a dashboard from scratch based on data sets you want to analyze.
5. Click Pencil icon on the upper-left of the page to name your report.
6. Customize the charts in your report accordingly, ensuring that each chart is populated with data and any unwanted charts are deleted. You can also add, resize, and move charts as needed.
7. Click Save on the upper-right of the page.