dashboard builder

Access the Builder via the Dashboards page by clicking the Builder button next to every dashboard listed. Templates are covered further along so here we will focus on building a new dashboard from scratch.

Once you select 'build from scratch' you'll see this:

Click on any of the elements and you will be presented with our chart wizard:

The wizard will guide you through the process of adding an element using data from any of your sources using the data source dropdown at the top.

The second step of the wizard allows you to group or filter the element should you need to.

Finally, step 3 offers some final presentation options as well as chart naming, which we pre-populate but you can change to whatever you like


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If you still can't find an answer to what you're looking for, or you have a specific question, open a new ticket and we'd be happy to help!

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