How do I create dashboards in Zerion Reports?

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.

click images to enlarge

---

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).

---