79 lines
3.1 KiB
ReStructuredText
79 lines
3.1 KiB
ReStructuredText
==========
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Dashboards
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==========
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The **Dashboards** application displays data collated from spreadsheets in a read-only format. It
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also allows users to create a custom dashboard that displays data from various applications. These
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dashboards can be customized for individual users based on visibility settings, and the apps that
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are installed.
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.. note::
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The main **Spreadsheet dashboard** app, is automatically installed with most databases. To allow
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users to customize their own dashboards, the **Dashboards** app must be :ref:`installed
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<general/install>`.
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.. figure:: dashboards/dashboards-module.png
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:align: center
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:alt: The Dashboards module in the Apps menu.
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The **Dashboards** application, which allows for individuals to add their own customized
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dashboards.
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Structure
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=========
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On the main dashboards page, the
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Configuration
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=============
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Navigate to :menuselection:`Dashboards --> Configuration --> Dashboards`. This opens a list of
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preconfigured dashboards. Click a dashboard from the list to open its details form. The details form
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includes a list of spreadsheets with data from specific applications.
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.. note::
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The dashboards listed on this page, and the default spreadsheets included on each dashboard may
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vary, depending on the applications that are installed on the database, and the features that are
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enabled.
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- :guilabel:`Sales`: data from the **Sale**, **Rental**, and **Point of Sale** apps.
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- :guilabel:`Subscriptions`: data from the **Subscriptions** app.
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- :guilabel:`CRM`: data from the **CRM** app.
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- :guilabel:`Finance`: data from the **Accounting**, **Invoicing**, and **Expenses** apps.
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- :guilabel:`Logistics`: data from the **Purchase**, **Inventory**, and **MRP** apps.
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- :guilabel:`Services`: data from the **Project**, **Timesheets**, and **Helpdesk** apps.
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- :guilabel:`Marketing`: data from the **Events** apps.
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- :guilabel:`Website`: data from the **Live Chat**, **eCommerce**, and **eLearning** apps.
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- :guilabel:`Human Resources`: data from the **Employees**, **Payroll**, and **Recruitment**
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apps.
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.. image:: dashboards/dashboards-details-form.png
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:align: center
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:alt: The details form for the Sales dashboard in the Dashboards application.
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To add a new spreadsheet to a dashboard, or to create a new :doc:`spreadsheet <spreadsheet/insert>`,
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click :guilabel:`Add a spreadsheet`.
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.. warning::
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After a spreadsheet is added to a dashboard, it is no longer accessible through the **Documents**
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app. The spreadsheet can still be edited by clicking the :icon:`fa-pencil` :guilabel:`Edit` icon.
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Assign permissions
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------------------
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Access to individual spreadsheets is controlled on a :ref:`groups <access-rights/groups>` level. To
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provide access to a spreadsheet, click the :guilabel:`Group` field for a spreadsheet, and select a
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group from the drop-down list. Multiple groups can be selected in the :guilabel:`Group` field.
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.. image:: dashboards/dashboards-groups.png
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:align: center
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:alt: alt text
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.. seealso::
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- :doc:`Spreadsheets <spreadsheet>`
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- :doc:`Documents <documents>`
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