Havenstar Reporting Dashboards

Havenstar Reporting Dashboards

Havenstar Reporting Dashboards

Quick Intro

The Dashboard is one of the three main overviews that Havenstar can land on when you launch. A dashboard is made up of configurable mini-reports known as Widgets, and are created by us for you to use. At present we have created a set of the most useful items to display but are happy to expand the selection based on customer requests. This article explains how to configure dashboards using existing widgets.


 

Creating a new Dashboard

 

1.       Select Configuration > Configure Dashboard.

2.       Use the green plus icon to create a new dashboard. Alternatively select a dashboard and click on the green clone icon to copy it. This is useful if you just want to change one widget but not the whole dashboard.

3.       For a new dashboard, enter the name and select the columns and rows to display. Each widget is 1 column by 1 row, but they can be made larger.

4.      Click the Make Public box and the yellow Save icon. Configure permissions may be used in your organisation depending on setup or users.



5.       Once you have saved the new dashboard, select Configure Widgets

6.       Use “Drag to place” to the position a widget and from the drop-down of pre-set widgets select the one you need. Repeat as required. To remove a widget, drag to the widget to the “Drag here to delete”.

7.      Once complete click the close icon top right to exit the window. Repeat to close the Configure Dashboard window and then wait for the screen to refresh with the new dashboard.



Multiple Dashboards

You can create as many different dashboards as you like, using the available widgets. You can then switch between these at will by going to the Program menu at the top of the main Havenstar screen, selecting Dashboards, and then picking which Dashboard you want to view.


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