zerion reports
What is a Zerion Reports Dashboard?
A dashboard is an effective way to organize reports into a single page which allows you to have quick insights into the key metrics of your data.
How do I create a dashboard?
Zerion Reports provides a simple yet intuitive drag and drop interface for creating a powerful dashboard quickly and efficiently.
To create a Zerion Reports Dashboard, please follow the instructions below.
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STEP 1
From the Zerion Console, select Reports.
step 2
Click the Plus icon (A) and select New Dashboard (B).
Here you can add your Reports, KPI Widgets, Text and more.
step 3
Drag and drop the reports which you'd like to view on your dashboard.
step 4
Now that you've created your dashboard layout, you can create some custom filters. Click Add User Filters.
step 5
From the left-hand side, drag and drop the data you want to use as filters.
Additionally, you can add KPI Widgets, Text and Images to your Dashboard.
step 6
Click Save.
step 7
Name the dashboard (A), select the folder (B), add the chart description (C) and click OK (D).
step 8
Select View Mode to choose different themes for your Dashboard.
step 9
Click Themes (A) and choose your Dashboard theme (B).
step 10
From here, you can export your dashboard via HTML or PDF (A), Email (B), Sharing (C) and Publishing (D).
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