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Dashboard

  • Left-side menu β€” contains navigation icons, including the eye icon to switch between Edit Mode and Reporting Mode.
  • Top menu β€” includes the Share button for exporting or sharing dashboards.
  • Right-side menu β€” provides full dashboard control options:
    • Add Data Widget
    • Add Text Widget
    • General & Style
    • Security
    • Widget Sources
    • Scheduled Automatic Reports
    • Archive Dashboard
  • Header area β€” contains two logo placeholders (company and client) and the Dashboard / Today tabs.
  • Edit Mode β€” default view where you can add, remove, and configure widgets.
  • Reporting Mode β€” activated via the eye icon, presenting a clean, client-ready view without editing controls.
  • Dashboard tab β€” shows the standard reporting view with customizable date ranges.
  • Today tab β€” fixed to Today vs. Yesterday data, enabling live widgets for immediate performance tracking.
  • Clicking the Share button opens a dropdown with three options:
    • PDF Export β€” generates a client-ready report.
    • Copy URL β€” share a live link to the dashboard.
    • Mail Reporting β€” schedule or send reports via email.