How to create a Dashboard?
Click on "Create" then "Dashboard" and simply drag the relevant reports (eg charts) from the left hand pane onto the dashboard.
How to resize charts?
When you hover over the chart borders you can resize as required.
If you want to fill the entire space, click on the fill icon which appears when you hover over the top right hand corner on the chart.
If you are editing a dashboard you need to ensure that you have clicked on "Edit Design"
How to add/remove charts?
To add a chart, simply drag it from the left hand panel onto the dashboard.
To remove a chart, hover over the top right hand corner until the 3 dots appear and "remove".
If you are editing a dashboard you need to ensure that you have clicked on "Edit Design".
How to show the chart descriptions?
Hover over the top right hand corner until the 3 dots appear and click on "Show Description".
The description can be added when you customise a chart. Refer
Chart Modifications for more information.
How to add Dashboard user filters?
A dashboard user filter will apply the filter to all charts within the dashboard, unless specifically excluded.
You can add a user filter by clicking on "Add User Filters" and ticking the filter in the left hand panel. The "Timeline filter" will apply the date to all charts within the dashboard and you can apply the "star" to the default date as show below;
You can exclude the dashboard filter for a chart and/or apply the specific chart filter by clicking on the 3 dots that appear when you hover over the chart in the top right corner. Click on options and tick the relevant boxes;
How to apply colour themes?
In "View Mode", click on "Themes" and select the desired layout, or click on "customise" to edit the colours;
Advanced Features
For advanced features including adding widgets, visit
Zoho Help centre.