The Dashboard is a powerful reporting utility allowing users to add and configure widgets that display live statistics, offering insight into your business performance. Each widget can be displayed as a single value, graph or table and can be filtered to individual businesses, professions or practitioners.

To create a new Dashboard go to Reports > Dashboard

Click New Dashboard

The New Dashboard pop-up will appear, where you can enter a Name for this dashboard.

Optionally, you can use the Copy From drop-down to duplicate an existing dashboard (including widgets). If you would like to create a new 'blank' dashboard this drop-down can be left as '-- CREATE NEW --'.

Use the Owner drop-down to set the owner of this dashboard.
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The Share Dashboard With section then determines who should have access to this dashboard. The sharing options are as follows:
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- All Users Read-Only
All users can view this dashboard, but only the owner can make changes.
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- All Users Full Access
All users can view and edit this dashboard.
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- Specific Roles and Users
Roles and users are added manually, and the owner can specify read-only or full access as needed.

For more information about how to use the Dashboard, click here.