diff --git a/content/applications/productivity.rst b/content/applications/productivity.rst index dccf55a5a..b89abb48b 100644 --- a/content/applications/productivity.rst +++ b/content/applications/productivity.rst @@ -17,3 +17,4 @@ Productivity productivity/whatsapp productivity/voip productivity/to_do + productivity/dashboards diff --git a/content/applications/productivity/dashboards.rst b/content/applications/productivity/dashboards.rst new file mode 100644 index 000000000..5c7bd1e9c --- /dev/null +++ b/content/applications/productivity/dashboards.rst @@ -0,0 +1,78 @@ +========== +Dashboards +========== + +The **Dashboards** application displays data collated from spreadsheets in a read-only format. It +also allows users to create a custom dashboard that displays data from various applications. These +dashboards can be customized for individual users based on visibility settings, and the apps that +are installed. + +.. note:: + The main **Spreadsheet dashboard** app, is automatically installed with most databases. To allow + users to customize their own dashboards, the **Dashboards** app must be :ref:`installed + `. + + .. figure:: dashboards/dashboards-module.png + :align: center + :alt: The Dashboards module in the Apps menu. + + The **Dashboards** application, which allows for individuals to add their own customized + dashboards. + +Structure +========= + +On the main dashboards page, the + +Configuration +============= + +Navigate to :menuselection:`Dashboards --> Configuration --> Dashboards`. This opens a list of +preconfigured dashboards. Click a dashboard from the list to open its details form. The details form +includes a list of spreadsheets with data from specific applications. + +.. note:: + The dashboards listed on this page, and the default spreadsheets included on each dashboard may + vary, depending on the applications that are installed on the database, and the features that are + enabled. + + - :guilabel:`Sales`: data from the **Sale**, **Rental**, and **Point of Sale** apps. + - :guilabel:`Subscriptions`: data from the **Subscriptions** app. + - :guilabel:`CRM`: data from the **CRM** app. + - :guilabel:`Finance`: data from the **Accounting**, **Invoicing**, and **Expenses** apps. + - :guilabel:`Logistics`: data from the **Purchase**, **Inventory**, and **MRP** apps. + - :guilabel:`Services`: data from the **Project**, **Timesheets**, and **Helpdesk** apps. + - :guilabel:`Marketing`: data from the **Events** apps. + - :guilabel:`Website`: data from the **Live Chat**, **eCommerce**, and **eLearning** apps. + - :guilabel:`Human Resources`: data from the **Employees**, **Payroll**, and **Recruitment** + apps. + +.. image:: dashboards/dashboards-details-form.png + :align: center + :alt: The details form for the Sales dashboard in the Dashboards application. + +To add a new spreadsheet to a dashboard, or to create a new :doc:`spreadsheet `, +click :guilabel:`Add a spreadsheet`. + +.. warning:: + After a spreadsheet is added to a dashboard, it is no longer accessible through the **Documents** + app. The spreadsheet can still be edited by clicking the :icon:`fa-pencil` :guilabel:`Edit` icon. + +Assign permissions +------------------ + +Access to individual spreadsheets is controlled on a :ref:`groups ` level. To +provide access to a spreadsheet, click the :guilabel:`Group` field for a spreadsheet, and select a +group from the drop-down list. Multiple groups can be selected in the :guilabel:`Group` field. + +.. image:: dashboards/dashboards-groups.png + :align: center + :alt: alt text + + + + +.. seealso:: + - :doc:`Spreadsheets ` + - :doc:`Documents ` + diff --git a/content/applications/productivity/dashboards/dashboards-details-form.png b/content/applications/productivity/dashboards/dashboards-details-form.png new file mode 100644 index 000000000..8cefd50ad Binary files /dev/null and b/content/applications/productivity/dashboards/dashboards-details-form.png differ diff --git a/content/applications/productivity/dashboards/dashboards-groups.png b/content/applications/productivity/dashboards/dashboards-groups.png new file mode 100644 index 000000000..0ed269e15 Binary files /dev/null and b/content/applications/productivity/dashboards/dashboards-groups.png differ diff --git a/content/applications/productivity/dashboards/dashboards-module.png b/content/applications/productivity/dashboards/dashboards-module.png new file mode 100644 index 000000000..4d648d691 Binary files /dev/null and b/content/applications/productivity/dashboards/dashboards-module.png differ