Articles by tag: Dashboards

How to Create Dashboards

Tagged with: Dashboards

Dashboards are a great way for data to be displayed visually. It provides a quick snap shot or health check for the information.

Before Dashboards can be created, the visual components that are displayed in that dashboard need to be created as Reports, first. The report should have the applicable filters and should be grouped by at least one column.

In this video, we create a dedicated Dashboard for Activities. You can add multiple reports to the Activity dashboard, such as Property Activity Report, Activities by User, etc.

How to make Dashboard reports public

Tagged with: Dashboards

1. From the Dashboard click on the View Report (dashboard/report you want to share)

2. Click Edit on the Report Page

3. Click on the down arrow next to the Save button and select Properties 

4. Push a button Select Folder and choose Public Report

5. Click on Select Folder and click Save.

Dashboards Overview | AscendixRE CRM

Tagged with: Dashboards

AscendixRE lets you view and analyze your data using multiple charts and dashboards.

Learn how to easily customize and create new charts in this video: