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Working with Dashboards and Reports

The topics in this section will help you to create and manage Dashboards and Reports.

  • Dashboards are panels that are displayed in the Home section of a user's knowledgebase. They consist of various widgets grouped together, and can be fully customized for individual users or for teams.
  • Reports and charts are essential tools for tracking the progress of business metrics and system data. Reports can be set up by any Power User, and scheduled and automatically distributed by email, or downloaded to a server for reviewing. They can be also included in dashboards in the form of widgets.

The following topics will get you started with dashboards and reports: