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.
Share a Dashboard
View a 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.