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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From the Zerion Console, select Reports.
Click the Plus icon (A) and select New Dashboard (B).
Here you can add your Reports, KPI Widgets, Text and more.
Drag and drop the reports which you'd like to view on your dashboard.
Now that you've created your dashboard layout, you can create some custom filters. Click Add User Filters.
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.
Name the dashboard (A), select the folder (B), add the chart description (C) and click OK (D).
Select View Mode to choose different themes for your Dashboard.
Click Themes (A) and choose your Dashboard theme (B).
From here, you can export your dashboard via HTML or PDF (A), Email (B), Sharing (C) and Publishing (D).