This article is also available in:

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:


  1. Log in to the system and open the main platform menu.
  2. Go to the Dashboards → All Dashboards section.



  1. In the window that opens, enable the required dashboards by toggling the switches to the active position:



  1. 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:


  1. Complete steps 1–2 from the instructions above.
  2. Hover over the desired dashboard in the list and click the Copy icon.



  1. 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

Was this article helpful?

Share your feedback

Cancel

Thank you!