• How do I share my dashboard via a link?

  You can share your dashboard via a link by clicking on “Share” at the top of the dashboard screen. If your dashboard has a filter on it, you’ll notice the ‘Share with current settings’ option which is enabled by default. This means that the link will reflect the dashboard with dashboard wide filters and group bys applied, even if the dashboard is not saved. This allows you to use dashboard filters and group bys to drill down and investigate and share your findings without needing to change theFew readers

• How do I delete a chart from a dashboard?

  To delete a chart from a dashboard, click on the three dots icon (visible only when you are in ‘Edit mode’) at the top right corner of the chart. From the menu that appears, click on ‘Delete’.Few readers

• Where do I find my dashboards?

  Dashboards you have created will show on your homepage under ‘My Dashboards’, which is the page you see first when you log into the platform. Another way to find dashboards you have created is through the ‘Dashboards’ button at the top of the page. When you click on this button, your dashboards will appear in the “My Dashboards” dropdown menu. Dashboards which have been shared with you and you now have access to will appear in the “Other Dashboards” dropdown menu. You can also use the search fFew readers

• How do I add an image to my dashboard?

  To add images to your dashboard, Go to the dashboard, click on ‘+ Add Content’ and select ‘Add Text.’ A new title with ‘Add Text’ button opens. Click on the button and a text editor opens. Click on the image icon as shown below. A small window opens. Enter the URL to the image and click ‘Update’. The image will be added to the text editor. You can use the ‘alFew readers

• How do I change my dashboard name?

  To rename your dashboard, go to ‘Settings’ at the top of your dashboard, change the title of your dashboard, then click on ‘Update Settings’ and finally save the changes by clicking on ‘Save Dashboard.’Few readers

• How do I edit a chart query in a dashboard?

  To edit the query of any visualization in a dashboard: Click on the three dots icon located at the top right corner of the chart. A menu appears. Click on ‘Edit chart.’ This opens a menu where you’ve a sidebar where you can make changes to the underlying query. When done with your changes, click on the ‘Save Changes’ at the top right corner of the screen. This will ensure the changes you just made are saved. (https://storage.crisp.chat/users/helpdesk/website/-/8/a/5/f/8a5f5fca8050f00Few readers

• How do I add an inline frame (iFrame) to my dashboard?

  An inline frame allows you to display third party content directly from their website. For example, a video or map from another site such as Youtube. iFrames help you avoid the effort required to replicate that content on your website and constantly update it as the content is updated at the source. To add an iframe: Go to the dashboard, click on ‘+ Add Content’ and select ‘Embed iFrame.’ A new title with ‘Add IFRAME’ button opens. Click on the button and an editor opens. Enter the tiFew readers

• How do I share a dashboard with users on a shared email thread?

  By default, when you email a dashboard as an attachment, each recipient receives a separate email with separate attachments which respect each user’s access rights to dashboards and data sources. If you, however, for the purpose of closer collaboration, want to include all recipients on the same email, then tick the ‘Include all recipients on a single thread’ box. Note that, since a single PDF or image will be attached to a common email, all users will see the dashboard as you would see it regaFew readers

• How do I include text and big numbers in a dashboard?

  To add big numbers to a dashboard, select the required indicator and click on the big number visualisation on the viz picker menu. Big number visualization facilitates at-a-glance information on dashboards and gives decision-makers all the information they need to know on key statistics. To add text on to a dashboard, please click on add text functionality on top of the dashboard and you can select this option as many times as required based on the number of text labels required.Few readers

• How do I undo changes to a dashboard?

  To reverse changes you have made to the dashboard, click the ‘Undo’ button next to the ‘Save’ button at the top of your visualization.Few readers

• What are the constraints around embedding dashboards in third party websites?

  We can embed a public dashboard as an iframe in external sites. However, there are constraints that the stakeholder embedding the dashboard must abide by in order for the dashboard resource to behave correctly. These constrains are the following: We lazy load our tiles to make it faster (they don’t load until it comes into view): Need to make sure our page receives the event that the whole page is in view or tiles will not load. If the whole page loads at once, then it will take longer becFew readers

• How do I create an empty dashboard?

  To create a new dashboard, click on the “Dashboards” tab on the top left of the screen and select “Create Dashboard.” This will prompt you to name your dashboard. Once you have given a name to your dashboard, click “Create” and your dashboard will be created and be visible immediately. To view your newly created dashboard in the future, click on the “Dashboards” tab again and select “My Dashboards” from the dropdown menu. Your new dashboard should appear under the “My Dashboards” section.Few readers

• How do I make a dashboard public?

  You can make a dashboard public by following these basic three steps: An admin user will enable public access in the admin section of the platform An engineer from Zenysis grants dashboard viewer permission to unregistered users in the backend Admin user publish the required public automated dashboards There are controls in place to track the date the public dashboard was made published and the relevant admin user publishing the dashboard.Few readers

• How do I create a new dashboard from the Analyze page?

  To create a dashboard from the Analyze page, run a query and produce a visualization (see ‘How do I construct a query?’ section above for detailed instructions). Once you have produced your visualization, click the ‘Add to Dashboard’ button at the top right of your monitor. This button opens a window prompting you to select a dashboard to which you can add the visualisation. In this window you can create a new dashboard or search for an existing one. To create a new dashboard click on ‘Create DFew readers

• What is Dashboard?

  A dashboard represents a collection of analyses that you wish to save for a variety of purposes, including to give a presentation, make a report or to monitor continuously. Dashboards can store any analysis that you create on Analyze, whether it takes the form of a graph, table or time series. Once you have saved queries to your dashboard, you can modify the date range, geographical filters and level of aggregation of data within the dashboard directly. In this way, your personal dashboard becomFew readers

• Where do I find dashboards other users have created?

  You can find dashboards shared with you on your homepage, which is the landing page you see as you log into the platform. Click on ‘Other Dashboards’. Another way to find dashboards other users have created is through the dashboard button at the top of your monitor. Click on it and go to the “Other Dashboards” dropdown menu. If you are not able to see the dashboard you are looking for it is probably you do not have permission to see it. Contact the dashboard’s administrator to request access.Few readers

• How do I add my visualization to a dashboard?

  To add your visualization to a dashboard, click on the ‘+Add to Dashboard’ button at the top right corner. A dialogue box opens. If you want to create a new dashboard and add the visualization to it, click ‘Create Dashboard.’ If you want to add the visualization to an existing dashboard, explore ‘My Dashboards’ or ‘Others Dashboards’ dropdowns to find the right dashboard. When done, click ‘Save’ to retain your changes. See the ‘Dashboards’ section for more information about building, curating aFew readers

• How do I filter on a dashboard?

  The ‘Add Dashboard Filter’ functionality at the left top of your screen allows you to have filters appear on a left pane. This is useful for dashboards where you expect filters to be more actively used and deserving of more prominence. The dashboard group by allows you to add a dashboard-wide group by control so dashboard viewers can adjust the aggregation for all visualizations on the dashboard.Few readers

• How do I delete a dashboard?

  To delete a dashboard click on ‘Settings’ at the top of the screen. On the dialogue box that appears, click ‘Delete Dashboard’ and confirm the deletion by clicking ‘Yes.’ Deleting a dashboard cannot be undone, and permanently removes the dashboard and its contents from the platform.Few readers

• How do I embed a dashboard in a third-party website?

  Users can embed a public dashboard as an iframe in external sites. Note that our previous solution encountered limitations in terms of both usability and scalability: Users had to configure the dashboard height on the website they are embedding the dashboard. Since the user needed to determine the final height of the dashboard manually and set the iframe height, when the dashboard was edited, the user had to reconfigure the height on the iframe. This involved back and forth between the sFew readers

• How do I edit the dashboard layout?

  When in ‘Edit’ mode on the dashboard, you can adjust the size and layout of your charts. You can rearrange the location of your charts on a dashboard by dragging them to their desired location. To relocate a chart, click on it and hold/grab the six dots to the left of the chart. You can then drag it to the desired location on the dashboard. To resize a chart, click on it then hold and drag one of the five small squares on the chart’s perimeter inward or outward. This will enable you to reduceFew readers

• How do I share a scheduled dashboard report?

  You can now share dashboard reports (links, PDFs, PNGs) via email on a schedule. For example, you can choose to send a dashboard report every week or on the first day of every month at any specified time. This is especially useful for dashboards that contain routine monitoring indicators that you need to communicate to internal and external stakeholders periodically. To schedule a dashboard report: Go to the dashboard of your interest Click on ‘Share’ and select ‘Schedule Report’ ClicFew readers

• What is the report generator tool in dashboards?

  The Report Generator Tool enables the user to generate reports (dashboard PDFs) for multiple dimensions without the user having to manually download PDFs. For example, if you select a geographical dimension on the ‘District’ level, and there are 10 districts, the Report Generator will automatically generate 10 PDFs for all 10 districts, one by one. This can be particularly useful for large reporting needs, such as downloading micro-plans for hundreds or even thousands of vaccinators.Few readers

• How do I save changes to my dashboard?

  When you make changes to a dashboard, you will be prompted by a green “Save” button at the top of your screen. Click on it to save your changes. The Save button will glow green when there are unsaved edits on your dashboard.Few readers

• How do I share my dashboard?

  There are two ways you can share your dashboard: Email: You can share a dashboard via email by clicking on “Share” at the top of the dashboard screen. The email can be sent to multiple internal or external users at the same time with the option to embed the dashboard image within the communication. Picture: You can share a dashboard via email by clicking on “Share” at the top of the dashboard screen. The dashboard will be downloaded in JPEG format.Few readers

• How do I download a dashboard as a PDF or image?

  You can download a dashboard by doing the following: Click on the “Share” icon at the top of the dashboard. Navigate to "Download". Choose from the JPEG and PDF formats. If your dashboard has a filter on it, you’ll notice the ‘Share with current settings’ option which is enabled by default. This means that the downloaded PDF or JPEG image will reflect the dashboard-wide filters and group bys applied, even if the dashboard is not saved. This allows you to use dashboard filters and group bFew readers

• How do I make a dashboard official?

  Official dashboards convey analytics that are relevant to all users across your organization. An official dashboard can be created and managed by anyone including you. Once a dashboard is made official, it will be listed under ‘Official Dashboards’ on the Homepage and becomes accessible to all users within the platform. To make a dashboard official: Open the dashboard Go to ‘Settings’ Tick the ‘Make Official Dashboard’ box, and Click on the ‘UPDATE SETTINGS’ button. Do the oppositFew readers

• How do I export data from a chart in a dashboard?

  To export data from a chart in a dashboard, click on the three dots icon at the top right corner of the chart, click on ‘Share Chart’ and make a selection on the type of export you would like. The export will be automatically downloaded to your computer. For more information on the various export options see section “How do I export query data?” The export options are the same as those found on the Analyze page. (https://storage.crisp.chat/users/helpdesk/website/-/9/6/0/c/960c52246dae6000/eFew readers

• How do I grant users permission to view/edit dashboard?

  When a dashboard is first created, the creator will be the only user. To provide individuals access to your dashboard: Go to ‘Settings’ at the top of the page Go to the ‘Dashboard Users’ tab Search and find the specific users from the ‘Add Users’ menu Click on the name of the users to add their name to the list of persons who can access your dashboard Go to the ‘Role’ column for the newly added user and select the appropriate level of permission. The roles to choose from are:Few readers

• How do I add text to my dashboard?

  Adding text allows you to provide additional information to your audience about your dashboard and visualizations. To add text on to a dashboard: Go to the dashboard, click on ‘+ Add Content’ and select ‘Add Text.’ A new title with ‘Add Text’ button opens. Click on the button and a text editor opens. Use the different tools to choose fonts, re-size, color and indent your text. When done editing, click ‘SAVE CHANGES’ at the top right corner.Few readers

• How do I share my dashboard via email?

  You can share a dashboard via email by clicking on “Share” at the top of the dashboard screen. The email can be sent to multiple internal or external users at the same time with the option to embed the dashboard as a PDF or an image within the communication. By default, what the recipients will see in the attachment will be restricted to their dashboard and data access rights within the platform. If you want the recipients to see the dashboard as you would see it regardless of their access rightFew readers

• How do I revoke a user's permissions to view/edit a dashboard?

  To revoke a user’s access to your dashboard, go to ‘Settings’ at the top of the dashboard and then to the ‘Dashboard Users’ tab. Current users that have access to the dashboard are listed here. Clicking on the ‘X’ sign to the right of the user’s name and then clicking ‘Update Users’ will revoke all of a user’s access immediately.Few readers

• How do I add a chart to an existing dashboard?

  To add a chart to an existing dashboard, run a query from the Analyze page and produce a visualization (see ‘How do I construct a query?’ for detailed instructions). Once you have produced your visualization, click the ‘Add to Dashboard’ button at the top right of the visualization. This button opens a window prompting you to select a dashboard to which you can add the visualization. In this window you can either search for an existing dashboard using the search engine or browse through the ‘RecFew readers

• How do I enable dashboard filters?

  You can enable filters that apply to all visualizations in your dashboard. Enabling this will add a filter control to the dashboard. To add group bys: Go to the ‘Filter Configuration’ tab in ‘Settings’. Enable the ‘Allow users to use filters on this dashboards’ Choose which group by (geography and date range) you would like to be available to your users You can decide where on your screen (top or left of your dashboard) you would like to have the filter control. You can make your selFew readers

• What are dashboard “Edit” and dashboard “Present”?

  There are two modes which you can use to interact with a dashboard - edit mode and present mode. To switch between dashboard modes, click the “Present” or “Edit” buttons at the top right of your dashboard. As the name suggests, if you click ‘Edit’ you will be able to modify or delete visualizations, add or remove users from the dashboard, clone the dashboard, save changes or delete it altogether. When you click ‘Present’, you will not be able to make edits to the dashboard. This latter mode isFew readers

• How do I configure and run a new Report Generator?

  Once you have a dashboard that you would like to produce a report for, then go to this dashboard and follow these steps: Click on ‘Share’ in the top navigation bar of your dashboard and select the ‘Report Generator' option Click on ‘Create’ to configure a report. Add a Report name and the recipient(s) email address(es). (https://storage.crisp.chat/users/helpdesFew readers

• How do I clone a dashboard?

  Cloning a dashboard creates an exact copy of it. To clone a dashboard, navigate to the dashboard you wish to clone, click on ‘Settings’ at the top, and then on the 'Clone Dashboard’ button. Give your cloned dashboard a new name and click save. This will save your newly copied dashboard under the 'My Dashboards' dropdown menu.Few readers

• How do I clone a chart in a dashboard?

  Cloning a tile (a chart within a dashboard) enables you to duplicate and create a copy of the visualization. To clone a tile: Go to the dashboard that contains the visualization (tile) you want to clone. Click on the three dots icon in the top right of the chart tile and select ‘Clone’.Few readers

• I cannot drag or move my chart on a dashboard. Why?

  This happens when the ‘Lock position’ button is on. Click on the three dots icon at the top right corner of the chart and a menu appears. Click on ‘Unlock position’ at the bottom of the menu to unlock the chart. You should now be able to drag and move your chart.Few readers

• How do I enable dashboard group bys?

  You can enable group bys that apply to all visualizations in your dashboard. Enabling this will add a group by control to the dashboard in the same way as dashboard filters. To add group bys: Go to ‘Filter Configuration’ tab in ‘Settings’. Enable the ‘Allow users to use group bys on this dashboards’ Choose which group by (geography, date group or extraction) you would like to be available to your users You can decide where on your screen (top or left of your dashboard) you would likeFew readers

• How do I exclude visualizations from dashboard filters or group bys?

  By default, dashboard filters and group-bys apply to all visualizations in a dashboard. But if you would like a visualization in a dashboard to remain unaffected by filters or group bys and always show the same result (For example, you may want to have nationwide, all time Big Number visualizations at the top of your dashboard always show those values) while allowing dashboard viewers to filter the rest of the dashboard’s visualizations to specific locations or times, take the following steps.Few readers