Using Gold-Vision

Reports

How to create a Home Page Dashboard

Home Page Dashboards (Tabs) can be used to display widgets and lists in a dynamic view.

Click on the Gold-Vision logo (top left of the screen) or use the View menu.

Creating Tabs

Click New Tab and enter a name for your Home Page Dashboard. 

Click the 3 dots to create a new widget to add to your Dashboard.

    You can now select the Data Source i.e. which list you want to create your widget (see below) fromAdd filters if requiredSelect the type – chart, list, table or countIf you are creating a chart you can then select the chart typeSelect the X and Y axisEnter to name to describe the widget then Save
  • You can now select the Data Source i.e. which list you want to create your widget (see below) from
  • Add filters if required
  • Select the type – chart, list, table or count
  • If you are creating a chart you can then select the chart type
  • Select the X and Y axis
  • Enter to name to describe the widget then Save
  • Once added, widgets can be Edited or Removed

    Tip

    Click on the three dots menu to share your Dashboard with colleagues or add more Widgets.

    Pinning widgets to a Home Page

    Lists, Charts, Counts and Tables created from lists can also be added to Home Pages from the Actions menu.

    Info

    You can create a New Menu directly from the Pin To Menu option.


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