Dashboards
Last updated
Last updated
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
2. Dashboard Setup
3. Select the new dashboard and then click on the Edit button.
1. Add Chart Widget
2. Chart Settings
1. Add Table Widget
2. Table Settings
On the navigation menu, click Dashboards.
Click Add button.
Select dashboard template.
Enter dashboard name.
Click on Create button.
Select Cog button.
Select Chart.
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.
Select Cog button.
Select Table.
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.
