Create a dashboard
Create a dashboard to present results in panels.
Requires: A professional login with dashboard creation available. Editing requires write access to the dashboard; viewing results also requires the relevant data access.
- Open Dashboards and select Create Dashboard.
- Enter a Title, for example
Daily check-in results, and a Description. - Select CREATE.
- Add a panel using the wizard.
- Use Save in the dashboard header after changing the dashboard.
Start with one panel and verify it against a known synthetic submission. Add further panels only once the selected person, time range and calculation produce the expected result.
Sharing the dashboard shares its configuration. Separately verify that the intended viewer can access the data it needs.