Dashboards

Build, customize, share, and export interactive dashboards.

• Creating a dashboardHow to create, name, and configure a new dashboard from the Dashboards browser.
• Adding and configuring widgetsHow to add charts and KPIs to your dashboard and configure their data, appearance, and behavior.
• Widget types referenceA visual guide to every chart and widget type available in Genuics, with use cases and data requirements.
• Filters and date rangesControl what data your dashboard displays using date pickers, filter rules, and filter groups.
• Click to filter and drilldownFilter your dashboard instantly by clicking chart elements, and drill down into the details behind any data point.
• Sharing and permissionsShare dashboards with teammates, control who can view or edit, and manage access by user or team.
• Exporting dashboardsExport your dashboard as PDF, PNG, Excel, or CSV - including all current filters and date settings.
• Dashboard pages and layoutOrganize complex dashboards with multiple pages, grid settings, layout locks, and auto-refresh.