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How to save a dashboard?
Open Plan, Work, or Track view
Configure the view you’d like to see: Filters, Teams, Score, etc.
Click “Save Configuration As” & Choose the name for the dashboard
Voilà - You can now switch between pre-saved configurations just with two clicks
What Configurations are Saved into Dashboards?
Plan
Filters on the Left Panel
Selected Teams
Scope of the Period
Workload Indicator Mode
Grouping & Sorting
Team Panel Configurations
Track
Filters & Group on the Left Panel
Report Type
Reporting Period
Reporting Units: Days/Weeks/Months
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Important Note: please note that previously saved Favorite Timesheets (if any) will be replaced with Saved Dashboards for Track view. |
How to share saved dashboards?
After users save their configurations they can choose to share them with their teammates. It is possible to share the dashboard with a specific person, the whole team, or a user role (e.g. only managers should be able to see the dashboard).
Image RemovedImage AddedIn the Dashboard Menu, you can see what is the type of dashboard (Planner, Timesheets, etc.), who is the creator of the dashboard & whether it was shared with other users.
To configure the sharing, click on the “Configure” link near the needed dashboard:
If this is your dashboard, you can change the name of the dashboard & the sharing options of the dashboard:
To save a link to the reportdashboard, please, right click on the name of the report and choose ‘Copy Link Adress’:
Also, you may bookmark any of the Web/Excel Report configurations and quickly access them at the Reports → Bookmarked Reports page.
If you have any additional questions related to the following section, please don’t hesitate to contact our team at: support@reliex.com.
Frequently Asked Question. Read more.
📰 Helpful tips in our Blog.
📬 Questions? Contacts Us.
🤝 Contact details for Solution partners.
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