Dashboards & Visual Analytics Guide

Dashboards provide a centralized place to organize and monitor the reports that matter most to you. By combining multiple report widgets onto a single page, you can quickly visualize key metrics without opening each report individually.

Each widget on a dashboard is powered by a Report, allowing you to reuse the same report across multiple dashboards while customizing how it is displayed.

Whether you're monitoring sales activity, tracking support tickets, or reviewing company performance, dashboards make it easy to keep your most important information in one place.

---

1. Creating a Dashboard

Dashboards are created just like any other record in ValStorm:

1. Open the Dashboards collection from the left navigation panel.
2. Click the Create button in the header toolbar.
3. In the Dashboard Builder, give your dashboard a descriptive title.
4. A new dashboard begins with a single empty widget ready to be configured.

---

2. Working with Widgets

Widgets are the building blocks of every dashboard. Each widget displays a single report and can be moved, resized, or configured independently of the other widgets on the canvas.

2.1 Moving Widgets

To reposition a widget, click and drag the six-dot handle located in the upper-left corner of the widget. Move widgets into whatever arrangement best fits your operational workflow.

2.2 Resizing Widgets

Widgets can be resized at any time:

• Click and drag the resize handle located in the lower-right corner of the widget to adjust its width and height.
• Emphasize primary KPI reports with full-width tiles while using compact widgets for secondary metrics.

2.3 Configuring a Widget

1. Click the Settings (Gear) button in the upper-right corner of the widget.
2. Select the source Report you would like the widget to display.
3. Click Next to open the Configure Chart window.
4. Customize chart type, series calculations, legends, and gridlines.
5. Click Save to render the configured chart inside the widget.

2.4 Removing Widgets

If a widget is no longer needed, click the Delete (Trash) button in the upper-right corner of the widget. Removing a widget only removes it from the dashboard; the underlying source report remains unchanged.

---

3. Adding Additional Widgets

Most dashboards contain multiple reports:

• To add another widget, click Add Chart in the page header.
• Each new widget can display a different report and be configured independently using its own chart settings.
• This allows a single dashboard to display information from multiple objects, reports, and chart types simultaneously.

---

4. Saving & Sharing Your Dashboard

Once your dashboard has been arranged and configured, click Save to preserve your layout. Widget positions, dimensions, and chart settings will be stored and restored whenever the dashboard is opened.