The dashboard feature allows you to create customizable dashboards containing any WellnessLiving report so your staff members can have all the information they need displayed at once. Each staff member may view multiple dashboards.
Once a dashboard is created, you have the flexibility to customize it, remove individual reports, delete it entirely, and rearrange its position within the side menu. Staff members with the Edit Dashboards, Delete Dashboards, and Share Dashboards staff role permissions can modify, delete, or share dashboards that have been shared with them.
Create or modify a dashboard
To create or modify a dashboard, complete the following:
Click the App Drawer
> View All > Dashboard.Create or modify a dashboard:
To create a new dashboard, click Add Dashboard at the bottom right of the screen.
To modify a dashboard, click the dashboard you want to modify. Click the Action button
, and select Customize.
Under Dashboard Name, enter the name of the dashboard.
Under Displayed Items, select which reports will be displayed in the dashboard:
To add a report, click the report name under the Available field.
To remove a report, click the report name under the Selected field.
To reorder the reports, you may drag and drop them under the Selected field.
If you’re creating a new dashboard, select whether you want the dashboard to be private to you or shared with everyone. To share an existing dashboard, see Share a dashboard.
Click Save.
Share a dashboard
To share a dashboard with other staff members, complete the following:
Click the App Drawer
> View All > Dashboard.Click the dashboard you want to share.
Click the Action button
, and select Share.Under SHARE THIS WITH, select who you’re sharing the dashboard with from the list.
If you selected Selected Staff Roles, choose which staff roles you’re sharing the dashboard with:
To share the dashboard with a staff role, click the name of the staff role under the Available box.
To remove a staff role from the share list, click the name of the staff role under the Selected box.
Click Save.
Expand or collapse dashboards
To expand or collapse dashboards, complete the following:
Click the App Drawer
> View All > Dashboard.Click the dashboard you want to view.
Expand or collapse one or all reports:
To expand or collapse a single report, click the Expand button
or the Collapse button
next to the report name.To expand or collapse all reports in the dashboard, click the Action button
, then click Expand All or Collapse All.
Reorder your dashboards in the side menu
To reorder your dashboards in the side menu, complete the following:
Click the App Drawer
> View All > Dashboard.Drag and drop the name of any dashboard in the side menu to change its order in the list.
Remove a report from a dashboard
To remove a report from a dashboard, complete the following:
Click the App Drawer
> View All > Dashboard.Click the dashboard you want to remove a report from.
Click the Remove button
next to the report you want to remove.In the confirmation popup, click Remove.
Delete a dashboard
To delete a dashboard, complete the following:
Click the App Drawer
> View All > Dashboard.Click the dashboard you want to delete.
Click the Action button
, and select Delete dashboard.In the confirmation popup, click Delete.