Creating Dashboards and Widgets

Create a Dashboard
In this document, you will learn how to create a new dashboard, create widgets on the dashboard and utilize filters at the dashboard level and at the report...
Mon, 26 Jun, 2023 at 11:32 AM
Add Titles or Headers to a Dashboard
First, we will add a title to the dashboard. The Dashboard name shows on the left side of the title bar. Click the T button on the far-right side of the t...
Mon, 26 Jun, 2023 at 11:32 AM
Adding Widgets to the Dashboard
Add a Pie Chart Widget The first report we will create is a pie chart to show the number of wells you have for a given year. We will add a filter to the re...
Mon, 26 Jun, 2023 at 11:32 AM
Resizing Widgets
You can resize the widgets by dragging any of the borders around.  
Mon, 26 Jun, 2023 at 11:32 AM
Copying Existing Widgets to Create New Ones
If you have widgets created pointing to the gross accounts, it can be copied and adjusted to point to net accounts (4000-5000 – Income/Expense account types...
Mon, 26 Jun, 2023 at 11:32 AM
Change Colors in the Charts
Change colors of the pie chart on the categories section by clicking the color box:        
Mon, 26 Jun, 2023 at 11:33 AM