The Dashboard is the first screen you see after you log in to Celoxis. This can be configured to show different reports depending on your requirement. For e.g. Team Member's dashboard showing daily tasks assignments, Task Status report, etc. or a personal dashboard to manage your own work. You can create many such dashboard reports and share them across with your team members too.
Creating a Dashboard
- Click on Reports > All Reports.
Who can create a Dashboard
A user needs to have "Add" privilege under the 'Reports' tab (Administration > Access Control) to be able to add a Dashboard report in Celoxis. The following table highlights the required privileges for creating this
| Allow Personal Dashboards check | 'Add' Report privilege | Result |
|---|---|---|
|
| You can add Dashboards with other types of reports like Project, Task, etc. You can also keep the Dashboard report personal i.e not share it with anyone. |
|
| You can add Dashboards reports only and keep it personal i.e not share it with anyone. |
...
|
| You can create |
|
|
Creating a Dashboard
- Click on Reports > All Reports.
- From the New Report drop-down, click on Dashboard.
- Type a Name for your new Dashboard.
- From the Visible to Users drop-down select the appropriate option if you wish to share the dashboard with users.
- From the Visible to Clients drop-down select the appropriate option if you wish to share the dashboard with clients.
- Under the Reports tab, select the required reports on your Left Side and Right side of the dashboard.
NOTE: The individual reports listed here are the reports shared with you. - Click on Save.
The Dashboard is created and is displayed for you.
View a Dashboard
Dashboard for your clients
...