This guide covers the management and editing of permissions for the Controller Dashboard view. The guide describes how to edit the default dashboard and how the modified dashboard is saved to your own reports. Additionally, the guide explains how to download the dashboard to Excel or PDF format.
CONTENTS
General
Permissions for the Dashboard view are restricted per user from the User Management page. You can grant either Read or Edit permissions to the view, or no permissions at all.
The Dashboard page by default has a "standard dashboard" which includes "Figures" such as revenue, operating profit, fiscal year result, and cash and bank receivables. In addition, the standard dashboard includes "Charts" such as revenue, operating profit, and fiscal year result.
If the default dashboard view is edited, it simultaneously becomes a new personal report in the My Reports view and is marked as a standard dashboard visible on the "Dashboard" tab. Other reports can also be set as the default dashboard on the Dashboard tab through My Reports. This is done via the report's three dots "Set as Dashboard":
Each user can also have their own dashboards, which are saved to their own reports. However, the default dashboard on the Dashboard tab is always company-specific, meaning it appears the same to all users. The default dashboard can always be restored from the settings menu via the three dots "Restore defaults":
NOTE! Default dashboards (Dashboard tab) are currently only visible to companies using the basic account list. Associations can create their own key figures and dashboards that meet their needs through "My Reports". However, a change is coming that will also allow associations to use the Dashboard tab with their own
Editing the dashboard
Editing the dashboard begins from the top right corner of the view via the "Edit report" button. You can give the dashboard a desired name from the top left corner. Tables, Charts, Figures, or Notes can be added to the view via the "Add element" button using the same logic as in My Reports. Detailed instructions for adding elements can be found here: Elements.
In edit mode, it is possible to drag the elements of the dashboard view and change the size of tables as desired. Page breaks are visible in the view for printing purposes. Individual elements are edited either via the element's three dots or the "Edit meter" button. Tables are edited directly from the table. The periods, figures, comparison figures, and calculation targets of elements can be edited and added element-wise.
Downloading the dashboard
The dashboard can be downloaded to Excel via the report's three dots. Charts and tables from the elements can be exported to Excel.
The dashboard can be downloaded in PDF format either as a report view or element-wise.
In element-wise printing, you can choose which elements you want to download and how many elements per page. The print orientation is also selectable.
Keywords: dashboard, permissions, my reports, standard dashboard, elements, editing, Excel, PDF, printing, User Management, Controller
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