Dashboards

Owned by Rashmi Likhite
Last updated: Oct 09, 2017
3 min read

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. 

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 privilegeResult

You can add Dashboards with including types of reports like Project, Task, etc. You can also keep the Dashboard report personal i.e not share it with anyone.

Unspecified

You can add Dashboards reports only and keep it personal too i.e not share it with anyone.

Unspecified

You can add Dashboards including other types of reports like Project, Task, etc. However, you have to share the Dashboard.


Creating a Dashboard

  1. Click on Reports > All Reports.
  2. From the New Report drop-down, click on Dashboard.
  3. Type a Name for your new Dashboard.
  4. From the Visible to Users drop-down select the appropriate option if you wish to share the dashboard with users.
  5. From the Visible to Clients drop-down select the appropriate option if you wish to share the dashboard with clients.
  6. 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.
  7. Click on Save.The Dashboard is created and is displayed for you. 

NOTE: The reports available to be added to a Dashboard are the ones created by you i.e Private to you or Shared to you. The earlier limits of not allowing Resource Load chart and the Gantt reports on dashboard are still applicable due to performance reasons.

Limits:

  1. A dashboard report can have a maximum of 6 individual reports.
  2. The number of shared dashboards is limited to 10 i.e you can share a maximum of 10 dashboard reports.

View a Dashboard

Once you share a dashboard to other users, this is automatically pushed under their Dashboard menu. Users can select or remove the report from the list. Similarly, you can reorder the sequence of the dashboards to be displayed under your Dashboard menu.

By default the first report in the list, will be the report displayed when you login OR click on the Dashboard button.

Dashboard for your clients

You can also create Dashboard reports and share them with your clients. Similar to your Dashboards, they too can re-order the reports and per their requirements. Clients cannot edit these reports similar to the individual reports NOR can they create one.

Editing / Deleting a Dashboard

  1. From the main menu, click Reports > All Reports.
  2. Search for the dashboard report by typing the name in the Search box OR scroll down the list.
  3. After the report is displayed after searching or from the list page, click on Edit from the actions drop-down menu beside the report name.
  4. Make the required changes. You can add/remove individual reports in now.
  5. Click Save. The report is saved with the changes.

Points to remember:

  1. When the company policy 'Allow Personal Dashboards' is selected, only then can your users create personal Dashboards i.e dashboards NOT shared with anyone.
  2. You cannot add reports with output type Gantt, Resource Load in a Dashboard.