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
SettingsOn 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