Dashboard designer

Navigate to the side menu and select "New dashboard."

You'll be taken to a blank dashboard with a date range, owner information, sharing status, and a filter configuration panel.

Click "Add block" to add empty block to the layout, then click on the empty block to start the content creation wizard.

In the wizard, select what type of content you want to add:

• New chart or table: Build a new visualization directly from your data sources.

• Existing report: Embed a complete, pre-built report that is already saved in the system.

• Custom text: Add formatted text using Markdown for titles, descriptions, or links.

• Custom report: Upload and embed a previously created report from a local file (exported report file).

If you selected "New chart or table":

Select Data:

1. Choose your data source (e.g., "Apply Sales").

2. Define the X-Axis (e.g., "Agent Name").

3. Click "ADD Y-AXIS" to define a value.

4. For each value, select the metric (e.g., "Sales Cost") and aggregation (e.g., "Sum").

5. Set the Time filter by selecting the appropriate date/datetime column.

Click Next. Select Visualization type:

1. Select how to display your data (e.g., bar chart, line chart, table).

2. A preview of the resulting table or chart will appear

If you selected "Existing report":

Select Report:

1. Browse and select a saved report from the list (e.g., "DEMO REPORT").

2. You can reload the report or view its code if needed.

If you selected "Custom text":

Enter Content:

1. Type or paste your text into the editor.

2. Use Markdown to format text, create headings, add bold/italic, and insert hyperlinks to other reports or dashboards (e.g., [Report](//#/reports/existing-report)).

If you selected "Custom report":

Upload Report File:

1. You will be prompted to upload a previously created and exported report file from your local computer.

2. This allows you to import complex reports that were built externally or in a different instance.

1. After configuring your block, click "NEXT" through the wizard until you reach the final "Done!" step.

2. Enter a Block Caption for your new visualization in the dashboard's configuration panel.

3. Give your dashboard a title, click the "Save" button, and confirm to publish it.