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Dashboards

Dashboards are the foundation of Membri 365. They allow you to have a quick status on the state of the system and offer an overview of the different actions that must be taken.

Understand Dashboards​

The system dashboards (those that are already present in your environment at the time of implementation) group lists and charts related to certain themes. They constitute a good starting point to be aware of the situation and the actions to be taken.

However, configurations can make some of the lists present in the system dashboards lose their relevance. For example, an organization that sends out renewal invoices directly will not see a list of unanswered renewal notices. It's irrelevant to her. You will therefore understand that it is impossible for us to adapt the system dashboards to all combinations of configurations. This is why it is recommended to build your own personalized dashboards and to share them , as needed, with the various members of your organization.

However, this requires a good understanding of your needs as a user/team/organization as well as a good understanding of the database model.

A few tips for consulting dashboards​

  1. The charts are still dynamic and it is possible to apply filters to them
  2. Select See All Records to see the full list of items that go into making up a chart or list.
  3. Once the records are displayed, it is possible to consult the filters that have been applied to build a view. So you don't have to understand how each list of each of the dashboards works by heart.
  4. Workflows are accessible from the lists.

Define a default dashboard​

  1. Navigate to the Dashboards section;
  2. Select the dashboard concerned using the view selector;
  3. Select Set As Default from the toolbar.

Create a custom dashboard​

  1. Navigate to the Dashboards section, select + New and Dynamics 365 Dashboard;

  2. Choose a basic layout for your dashboard and name it;

info

You will be able to adjust the width and height of each element of the dashboard however, the layout serves only as a starting point.

  1. Add items to the dashboard
    • Add list
      • Select the list icon in the section where to add a list or select List from the toolbar to add a new list at the bottom of the dashboard;
      • Choose the type of record concerned and the view to add to the dashboard;
      • Select Add.
caution

For a list to be added to a dashboard, you must first create and save it.

    • Add a chart
      • Select the chart icon in the section where to add a chart or select Chart from the toolbar to add a new chart at the bottom of the dashboard;
      • As when adding a list, choose the type of record concerned and the view that contains the various elements that will be interpreted by the chart;
      • Choose the chart to display on the board;
      • Select Add.
caution

Like lists, charts must have been created and saved before they can be added to a dashboard.

  1. Move the different elements of the dashboard by selecting them and dragging them to the desired location;

  2. Adjust the height and width of the elements by selecting them and choosing the corresponding option in the toolbar;

  3. Select Save then Close in the toolbar to validate the creation of the dashboard.

Edit a custom dashboard​

  1. Using the view selector, choose the dashboard to edit;
  2. Select Edit from the toolbar;
  3. Make the necessary changes to the dashboard;
  4. Select Save then Close in the toolbar to validate the modification of the dashboard.
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Changes are not automatic, you will need to refresh your browser for them to take effect.

Share a dashboard​

  1. Using the view selector, choose the dashboard to share;
  2. Select Share Dashboard from the toolbar;
  3. Select Add User/Team;
  4. Using the Search field, find the users or teams of users with whom to share the dashboard;
  5. Select Add;
  6. Assign permissions related to this dashboard to the users with whom it is shared.
danger

It is not enough to share the dashboard. You must also have shared the elements (lists and chartics) that make up the dashboard with the users concerned.

Otherwise, users will be able to see the dashboard, but none of the data in it.

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Still unsure? Contact us - support@vendere.ca.