Knowledge Base

Adding A Dashboard

For starters you’ll want to add a Dashboard.  You can add multiple Dashboards if desired, and customize each.  In that way you could switch easily between different, tailored displays.

To add a new Dashboard click a “+” tab.  (In these examples we’re starting some Dashboards already created, but these steps will apply to a brand new instance of ManageByStats.)

Give it a name and click enter, and you’ll now have a new Dashboard tab.

Notice the instructions on the new Dashboard tab.  Each new Dashboard is a blank canvas.  Your next step will be to arrange it with Dashlets (data boxes) to suite your needs.

We'll look at adding Dashlets in the next article.

Note: to edit or remove a Dashboard tab, click on the three vertical dots to the right of the Dashboard name.

Notice the two toggles, "web" and "mobile".  You can toggle whether that Dashboard tab will be visible on mobile devices (see the KB article on the Mobile App) and/or in web browsers.

(By default the Dashboard will be shared with all users who have rights to that Brand.  See the section on Settings > Users for more on setting permissions.)

Now that we’ve got a test Dashboard we have a blank slate for adding our first Dashlet.