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Analysis

Dashboards for the apps you use: 39 ready-made ones of about twenty widgets each, live on your own records from the first day, and your own dashboards to build, copy and share with your team.

  • Version 19.0.1.6.2
  • Updated
  • 9 pages
  • 100% verified

Tutorial 1

Your first dashboard

Open a ready-made dashboard, switch dashboards, narrow the period, open the records behind a figure, then copy the dashboard, rename it and add a chart of your own.

How-to 5

Build a dashboard

Create a dashboard or start from a copy, add widgets with the live preview, set their data, display and options, arrange the board, and show a figure above the list of an app.

Share a dashboard

Share a dashboard with users, groups or a team as viewers or editors, give a team its own dashboards, and send a read-only link to someone outside the company.

Organize and filter dashboards

Find your dashboards, gather them in groups, give one its own entry in the menu of an app, archive and restore them, and narrow what a dashboard counts by period or by rule.

Import and export a dashboard

Export the figures of a dashboard or of one widget to PDF, Excel or CSV, export the design of a dashboard to a file, and import a design as a new dashboard.

Analysis settings

The one option of the Analysis settings, external sharing, and how it behaves on screen, then the five access rights of the app and the other configuration screens that complete them.

Reference 2

Analysis automations

What Analysis does by itself: one scheduled job that cleans the share links, the automatic refresh of a dashboard, its menu entry kept in step, and the checks of every outside link.

Ready-made dashboards

Every ready-made dashboard of the Analysis app: one for each of 39 apps, about twenty widgets each, ready the moment the app is installed, with the first figures each one shows.

Explanation 1

How dashboards work

What a dashboard holds, its kinds and states, who sees it, how its figures are computed, where the ready-made dashboards and the KPI bars come from, and what Analysis does not do.