Dashboards

Captisa Forms dashboard is an information management tool that visually tracks, analyzes, and displays key performance indicators (KPI), metrics, and key data points to monitor the health of a business, department, or specific process. They are customizable to meet the specified needs of a department and company.
1. Go to
Settings
On the navigation menu, click

Dashboards.
Click

Add
button.

2. Dashboard Setup
Select dashboard template.

Enter dashboard name.

Click on Create button.


3. Select the new dashboard and then click on the Edit button.
1. Add Chart Widget
Select

Cog
button.
Select

Chart.

2. Chart Settings
Enter chart name.

Select a form.

Select a chart.

Select filters. You can select one (1) or more filters, which is helpful when you want to switch between filters while viewing the chart.


1. Add Table Widget
Select

Cog
button.
Select

Table.

2. Table Settings
Enter table name.

Select a

form.
Select

views
. You can select one (1) or more filters, which is helpful when you want to switch between views while viewing the table.
Select

filters
. You can select one (1) or more filters, which will help you when you want to switch between filters while viewing the table.Last modified 1yr ago