This instructions article covers the management and editing of permissions for the Controller Dashboard view. It describes how to edit the default dashboard and how the modified dashboard is saved to your own reports. In addition, it explains how to download the dashboard to Excel or PDF format.

CONTENTS

General

Open the permission management for the Dashboard view by selecting User Management > Controller > Dashboard.

Manage permissions for the Dashboard view per user as follows:

  • Grant the user Read permission if you want the user to see the Dashboard view but not edit it.
  • Grant the user Edit permission if you want the user to be able to edit the Dashboard view.
  • Do not grant any permissions if you do not want the user to see the Dashboard view.

Familiarize yourself with the default dashboard on the Dashboard page as follows:

  • Note that the Dashboard page has a standard dashboard by default.
  • The standard dashboard includes Figures: 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.

Work with the default dashboard view and your own reports as follows:

  • Edit the default dashboard view on the Dashboard tab. When you edit the default dashboard, the system automatically creates a new personal report from it in the My Reports view.
  • Note that the edited report is at the same time marked as the standard dashboard that is shown on the Dashboard tab.
  • Use the My Reports view if you want to set other reports as the default dashboard on the Dashboard tab.
  • For example, in the case of associations:
    • If an association does not have a default dashboard on the Dashboard tab, promote the desired personal dashboard to the Dashboard tab via My Reports.
    • Select the desired report from My Reports and open the report’s three dots menu.
    • Select Set as Dashboard to set the report as the standard dashboard on the Dashboard tab.

Take user- and company-specific dashboards into account as follows:

  • Create user-specific dashboards when needed. These are saved in the My Reports view as the user’s own dashboards.
  • Remember that the default dashboard on the Dashboard tab is always company-specific. It appears the same to all users of the company.
  • Restore the company-specific default dashboard when needed. On the Dashboard tab, open the settings menu via the three dots and select Restore defaults.

Editing the dashboard

Open dashboard editing by selecting Controller > Dashboard and proceed as follows:

  1. Select the Edit report button in the top right corner of the view to start editing the dashboard.
  2. Give the dashboard the desired name in the top left corner of the view.
  3. Add new elements to the dashboard by selecting the Add element button.

Add elements to the dashboard as follows:

  • Via the Add element button, select one of the following:
    • Tables
    • Charts
    • Figures
    • Notes
  • Use the same logic as in My Reports when adding elements.
  • You can find more detailed instructions for adding elements here: Elementit.

Edit the structure and elements of the dashboard view in edit mode as follows:

  • Drag the elements of the dashboard view into the desired order.
  • Change the size of tables as you wish.
  • Use the page breaks visible in the view for printing so that you can see how the dashboard is split when printed.

Edit individual elements as follows:

  • Open the element’s three dots menu and select the edit function, or select the Edit meter button if it is available for the element.
  • Edit tables directly in the table.
  • Change and add, per element:
    • periods
    • figures
    • comparison figures
    • calculation targets

Downloading the dashboard

Download the dashboard to Excel as follows:

  1. Open the desired dashboard in the Controller > Dashboard view.
  2. Open the report’s three dots menu.
  3. Select the download function to Excel.

Note the following when downloading to Excel:

  • Charts from the dashboard elements can be exported to Excel.
  • Tables from the dashboard elements can be exported to Excel.

Download the dashboard in PDF format as follows:

  • Select whether you want to download the dashboard:
    • as a report view (the entire dashboard as one report)
    • element-wise (selected elements listed separately)

Use element-wise printing as follows:

  • Select which elements you want to download in PDF format.
  • Define how many elements you want to print per page.
  • Select the print orientation (for example portrait or landscape) according to your needs.

Frequently asked questions

How do I grant permissions to the Controller Dashboard view?

Grant permissions on the User Management page. For the user, select either Read, Edit, or no permissions at all for the Dashboard view.

What does the standard dashboard include?

The standard dashboard includes Figures (revenue, operating profit, fiscal year result, and cash and bank receivables) as well as Charts such as revenue, operating profit, and fiscal year result.

What happens when I edit the default dashboard?

When you edit the default dashboard, a new personal report is created from it in the My Reports view. At the same time, it is marked as the standard dashboard that is shown on the Dashboard tab.

How do I set my own report as the standard dashboard on the Dashboard tab?

Open the My Reports view, select the desired report, open the report’s three dots menu, and select Set as Dashboard.

Can each user have their own dashboard?

Yes. Each user can have their own dashboards, which are saved in the My Reports view. However, the default dashboard on the Dashboard tab is company-specific and the same for all users.

How do I restore the company-specific default dashboard?

Open the Dashboard tab, open the settings menu via the three dots, and select Restore defaults.

How do I edit the structure and elements of the dashboard?

Select the Edit report button, name the dashboard, add elements with the Add element button, and drag elements and change the size of tables in edit mode. Edit individual elements via the element’s three dots or the Edit meter button.

How do I download the dashboard to Excel?

Open the desired dashboard, open the report’s three dots menu, and select download to Excel. The dashboard’s charts and tables are exported to Excel.

How do I download the dashboard in PDF format?

Select whether you want to download the dashboard as a report view or element-wise. In element-wise printing, select the elements to be downloaded, the number of elements per page, and the print orientation.

Keywords: dashboard, permissions, my reports, standard dashboard, elements, editing, Excel, PDF, printing, User Management, Controller

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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