Web Portal
How to Use Dashboards
a dashboard is an interactive information panel with data on the company's business processes and their effectiveness depending on the project settings, the number of dashboards on the portal may vary the system already has standard dashboards, such as “recognition accuracy” if they are not enough, you can order customization from your manager open dashboard click on dashboards a section with available dashboards and the pulse screen will open select a dashboard and click → to view information on other dashboard pages, use the tabs at the bottom of the screen filter information you can filter dashboard data by various parameters to do this, use buttons, drop down lists, sliders, text input fields, and other visual form elements select multiple parameters to select multiple options for displaying information, hold ctrl and check the values in the filter drop down list clear filters applied filters can be viewed in the filters menu on the right to clear all filters, click clear filters change detail some visual elements of the dashboard, such as charts, graphs, or matrices, allow you to present data in a hierarchy to change the level of detail ↑ detailing by generalization; ↓ turn on detailing; ↓↓ go to the next level of detail; ┴ expand everything one level down the hierarchy export table to excel the dashboard table can be saved to your computer in xls format click ••• and select export data in the file format field, select xlsx and click export note if you select the "summarized data" export type, the data will be exported taking into account all applied filters in the report