# Dashboards

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F4DzDfUwDhvfWoNK2IJmI%2FDashboard.png?alt=media\&token=158fda29-9bee-4dfe-bd14-cca0e06a1bc2)

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.

### Create Dashboard

1\. Go to `Settings`

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F4gMf10hmMnYJP0wqzIyz%2F1-24.png?alt=media\&token=271a0ea1-1800-493e-9b30-3b1cc3456da9)On the navigation menu, click `Dashboards.`

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2FBQMUFiWWTfNwWeqClImc%2F2.24.png?alt=media\&token=9ee4099a-0696-4ce7-8543-12a060a9fa23)Click `Add` button.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-create.png)

2\. Dashboard Setup

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F4gMf10hmMnYJP0wqzIyz%2F1-24.png?alt=media\&token=271a0ea1-1800-493e-9b30-3b1cc3456da9)Select dashboard template. 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2FBQMUFiWWTfNwWeqClImc%2F2.24.png?alt=media\&token=9ee4099a-0696-4ce7-8543-12a060a9fa23)Enter dashboard name. 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2Fj1D4ENP4kSwVn0zuo6uE%2F3-24.png?alt=media\&token=ad80f98d-a98a-4413-b1d2-14495e7dd08f)Click on Create button.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-select-template.png)

3\. Select the new dashboard and then click on the Edit button.

### **Chart Widget**

1\. Add Chart Widget

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F4gMf10hmMnYJP0wqzIyz%2F1-24.png?alt=media\&token=271a0ea1-1800-493e-9b30-3b1cc3456da9)Select `Cog` button. 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2FBQMUFiWWTfNwWeqClImc%2F2.24.png?alt=media\&token=9ee4099a-0696-4ce7-8543-12a060a9fa23)Select `Chart.`

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-add-chart.png)

2\. Chart Settings

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F4gMf10hmMnYJP0wqzIyz%2F1-24.png?alt=media\&token=271a0ea1-1800-493e-9b30-3b1cc3456da9)Enter chart name.

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2FBQMUFiWWTfNwWeqClImc%2F2.24.png?alt=media\&token=9ee4099a-0696-4ce7-8543-12a060a9fa23)Select a form. 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2Fj1D4ENP4kSwVn0zuo6uE%2F3-24.png?alt=media\&token=ad80f98d-a98a-4413-b1d2-14495e7dd08f)Select a chart.

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F6ab6mTUtaMLF1i6mjT97%2F4-24.png?alt=media\&token=c07a3384-889f-484f-89ad-b640d5ca7b95)Select filters. You can select one (1) or more filters, which is helpful when you want to switch between filters while viewing the chart.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-define-chart-dashboard.png)

### **Table Widget**

1\. Add Table Widget

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F4gMf10hmMnYJP0wqzIyz%2F1-24.png?alt=media\&token=271a0ea1-1800-493e-9b30-3b1cc3456da9)Select `Cog` button. 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2FBQMUFiWWTfNwWeqClImc%2F2.24.png?alt=media\&token=9ee4099a-0696-4ce7-8543-12a060a9fa23)Select `Table.`

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-add-table.png)

2\. Table Settings

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F4gMf10hmMnYJP0wqzIyz%2F1-24.png?alt=media\&token=271a0ea1-1800-493e-9b30-3b1cc3456da9)Enter table name. 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2FBQMUFiWWTfNwWeqClImc%2F2.24.png?alt=media\&token=9ee4099a-0696-4ce7-8543-12a060a9fa23)Select a `form.` 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2F6ab6mTUtaMLF1i6mjT97%2F4-24.png?alt=media\&token=c07a3384-889f-484f-89ad-b640d5ca7b95)Select `views`. You can select one (1) or more filters, which is helpful when you want to switch between views while viewing the table. 

![](https://1227319489-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0am6ErECnhVZlKhXUH3q%2Fuploads%2FNUVZmvHc6nQI3qhnP5QF%2F5-24.png?alt=media\&token=57776684-f32a-4987-9f94-1c506253bfdd)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.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-create-define-table.PNG)

### Try it out

{% embed url="<https://secure.captisa.com/account/login?email=demo.user%40test.com&passw=%40Demo123>" %}