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
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- Click on Reports > All Reports.
Who can create a Dashboard
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A user needs to have "Add" privilege under the 'Reports' tab (Administration > Access Control) to be able to add a Dashboard report in Celoxis.
Share a Dashboard:
View a Dashboard:Dashboard
Dashboard for your clients
Editing / Deleting a Dashboard
Points to remember:
- A dashboard report can have a maximum of 6 individual reports.
- When the company policy 'Allow Personal Dashboards' is selected, only then can your users create personal Dashboards i.e dashboards NOT shared with anyone.
- You cannot add reports with output type Gantt, Resource Load in a Dashboard.
- You can create project dashboard from the Project Views.