Dashboards are a great tool to provide an at a glance view of key values in your organisation or consolidated group. Calxa provides 4 standard dashboards to choose from and the ability to customise your own. In this help article we'll cover the basics of navigating between dashboards, choosing the Organisation or Organisation Group and exporting to PDF or other formats.
Open Dashboard
Navigate to Dashboards -> Gallery
Select an available Dashboard from the left sidebar navigation
Select an Organisation and Budget, or Organisation Group from the dropdown on the right
You can optionally include Scenarios to layer with the base budget for ad-hoc analysis
For more details on using scenarios, please see the Scenarios: Overview help article
Maximise and minimise
Click the maximise icon to maximise the dashboard to the full window
Click the minimise icon to minimise the dashboard back to normal size
Tip 💡 each item on the dashboard can also be maximised and minimised individually.
Export Dashboard
Click the export icon in line with the dashboard title
Choose PDF, Image or Excel as the export format
Select your preferred export options and click Export
The exported content will download via your internet browsers standard download process (this will differ from browser to browser)
Tip 💡: each item in the dashboard can be exported individually.
Note 💬: exporting to Excel will export the raw data in tabular form.
