# 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.

**Analysis** turns the records of your apps into dashboards: figures, charts and tables computed again each time you open them. Most apps come with a ready-made dashboard of their own, about twenty widgets that answer its daily questions, installed with the app and shared with everyone who may use Analysis. [Ready-made dashboards](ready-made-dashboards) lists them. This walk-through starts from one of them, **Activities Analysis**: you read it, open the records behind a figure, and finish with a copy of your own that carries a chart you added.

## Before you start {#before-you-start}

- Seeing dashboards needs the **Viewer** access right on **Analysis**. Steps 1 to 3 need nothing more.
- Copying a ready-made dashboard from its screen, step 4, needs the right to change it, which on a ready-made dashboard only the **Manager** right gives. A **Supervisor** opens the dashboard's form from **Analysis/Configuration/Manage Analysis** instead, after removing the **My Analysis** filter, and chooses **Actions**, **Duplicate to Personal** there. Adding widgets to your copy, step 5, needs **Supervisor** or **Manager**. [Analysis settings](analysis-settings#access-rights) explains each access right.

## Step 1: open a ready-made dashboard {#open}

1. Open **Analysis/Analysis**. The app opens on the first dashboard of your list, here **Activities Analysis**.
2. The top row holds the headline figures: all activities, those done, overdue and open, the hours logged and the people involved. Below them, charts break the same activities down by month, status, type, assignee and priority, and the table **Assignee × Status** crosses people with statuses.

![The ready-made Activities Analysis dashboard, with its headline figures on top and its charts below.](https://jaah.app/web/image/13510-35884396/analysis-your-first-dashboard-board_overview-en.png)

The time shown next to **Date Filter** is when the figures were computed; the refresh button beside it computes them again.

## Step 2: move to another dashboard {#switch}

Click the name of the dashboard at the top left. The list holds every dashboard you may open, in alphabetical order: the ready-made dashboards of the installed apps and those you create. Choosing one opens it in place. Keep **Activities Analysis** for now.

![The list of dashboards you may open, one ready-made dashboard per installed app.](https://jaah.app/web/image/13514-eabc0d64/analysis-your-first-dashboard-board_picker-en.png)

## Step 3: narrow the period and open the records behind a figure {#period-and-records}

1. Click **Date Filter**. Besides **All time**, the default, it offers periods counted from today, such as **This month** or **Last 30 days**. Each widget then counts only the records whose date falls in the period. [Organize and filter dashboards](organize-and-filter-dashboards#date-filter) says which date each widget reads. Press Escape to keep **All time**.

![The periods of the Date Filter; All time is the default.](https://jaah.app/web/image/13516-2fbe3a70/analysis-your-first-dashboard-date_filter-en.png)

2. In the table **Assignee × Status**, click the number of overdue activities of Nizar Al-Khayali. A list named **Details** opens with exactly those activities; open, sort or finish them as in the Activities app.

![The overdue activities of Nizar Al-Khayali, the records behind the figure clicked in the table.](https://jaah.app/web/image/13518-c442673c/analysis-your-first-dashboard-drill_details-en.png)

3. Click **Analysis** in the breadcrumbs to come back. Bars, slices and table rows open their records the same way.

## Step 4: make your own copy {#copy}

A ready-made dashboard is shared with everyone, so change a copy rather than the original.

1. Click the gear button at the top right, **Configure**. The form of the dashboard opens.
2. Open **Actions** and choose **Duplicate to Personal**.

![Duplicate to Personal in the Actions menu of the dashboard's form.](https://jaah.app/web/image/13522-ec27ffa1/analysis-your-first-dashboard-duplicate_action-en.png)

3. The copy opens at once, named "Activities Analysis (copy)", with the label **Draft**: a personal dashboard that only you and the managers see.

![The copy opens at once, as a personal draft with the same widgets.](https://jaah.app/web/image/13524-0a6ff1c0/analysis-your-first-dashboard-copy_board-en.png)

On a phone, the copy opens the same way, with its name at the top of the screen.

4. Click the gear button again, replace the name with `Analysis demo: My activities` and save.

The copy also takes the small tiles that the original shows above the lists of the Activities app, so those lists show each tile twice for you until you remove them from the copy, as [Build a dashboard](build-a-dashboard#from-a-copy) explains.

## Step 5: add a chart {#add-a-chart}

1. Open **Analysis/Analysis** again, click the dashboard name and choose `Analysis demo: My activities`.
2. Click **Edit**, then **+ Widget**. The widget form opens, with a live preview on the right.
3. Type the name `Analysis demo: Activities by type`, choose **Bar Chart** in **Widget**, **Activity** in **Model** and **Activity Type** in **Group By**. The preview draws one bar per type of open activity.

![A bar chart of the open activities by type, drawn in the preview before it is saved.](https://jaah.app/web/image/13526-f118c9ef/analysis-your-first-dashboard-widget_preview-en.png)

4. Save, then click **Analysis** in the breadcrumbs. Your chart takes the first place on the dashboard, which is still in edit mode.

![The new chart takes the first place on your copy, still in edit mode.](https://jaah.app/web/image/13530-9903059e/analysis-your-first-dashboard-new_chart-en.png)

5. Click **Save** at the top right to leave edit mode.

## What you have done {#what-you-have-done}

You read a ready-made dashboard, moved between dashboards, saw how a period narrows the figures, opened the records behind one of them, and made a private copy with a chart of your own. Nobody else sees the copy until you share it: [Share a dashboard](share-a-dashboard). [Build a dashboard](build-a-dashboard) goes through the options of a widget, and [How dashboards work](how-dashboards-work) explains why two people can see different figures on the same dashboard.

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- Source: https://jaah.app/docs/analysis/your-first-dashboard
- Updated: 2026-10-27
- Version: Analysis 19.0.1.6.2
- Verified: 2026-10-27