How to enable dashboards with basic reports
After we create your account, you will get access to the system with a set of preconfigured basic dashboards. To add these dashboards to your menu and start using them, follow a few simple steps:
Log in to the system and open the main platform menu.
Go to the Dashboards → All Dashboards section.
In the window that opens, enable the required dashboards by toggling the switches to the active position:
The basic dashboards will appear in your menu:
Dashboards that were not created by you cannot be edited or modified. If you need to adjust someone else's dashboard to fit your needs, copy it — you’ll become the owner of the copy and will be able to make any necessary changes.
To be able to edit a basic dashboard, create your own copy. Follow these steps:
Complete steps 1–2 from the instructions above.
Hover over the desired dashboard in the list and click the Copy icon.
In the dialog box, enter a name for your dashboard and click Copy.
The copy will then appear in your menu, and you’ll be able to freely edit it to suit your needs.
Log in to the system and open the main platform menu.
Go to the Dashboards → All Dashboards section.
In the window that opens, enable the required dashboards by toggling the switches to the active position:
The basic dashboards will appear in your menu:
Dashboards that were not created by you cannot be edited or modified. If you need to adjust someone else's dashboard to fit your needs, copy it — you’ll become the owner of the copy and will be able to make any necessary changes.
How to Create Your Own Copy of a Dashboard
To be able to edit a basic dashboard, create your own copy. Follow these steps:
Complete steps 1–2 from the instructions above.
Hover over the desired dashboard in the list and click the Copy icon.
In the dialog box, enter a name for your dashboard and click Copy.
The copy will then appear in your menu, and you’ll be able to freely edit it to suit your needs.
Updated on: 19/05/2025
Thank you!