To create Custom Dashboards in Calxa you'll first need to use the Dashboard Manager to create, sort, group and organise your dashboards. It is also in the Dashboard Manager where you'll link the required data sources that you'll later use in the Dashboard Tiles.
Create and Edit Properties
Calxa provides 4 Pre-set dashboards which cannot be edited or customised. Pre-set dashboards have the following identifiers.
Copy Pre-set Dashboard
If you'd like to edit or customise a pre-set dashboard in any way, you'll need to copy it first. The copied dashboard will then be an editable version that can be customised further.
Create Empty Dashboard
If you'd prefer to customise a dashboard by starting with a blank canvas you can use the Create New Dashboard button to create an empty dashboard.
Click the Create New Dashboard button
Enter the following properties and click CREATE DASHBOARD
Dashboard name: identifies the dashboard in the list of dashboards and must be unique.
Notes/description: optional field to enter notes for your own reference.
Group: add the dashboard to a group in the dashboard list. See Add a Group below for more details.
Edit Dashboard Properties
To edit the dashboard properties simply edit the details in these fields and click SAVE CHANGES.
Group and Order Dashboards
The order and grouping you see in the Dashboard Manager is the same order the dashboards will be listed in the Report Builder. If you've got a large number of Dashboards, you may wish to group them in logical containers and choose between custom sort orders or sorting alphabetically.
Add New Group
Use drag and drop to reorder Dashboards.
Alternatively select Sort alphabetically from the settings dropdown.
Move Dashboards between Groups
Use drag and drop to move Dashboards between groups.