Getting Started with Dashboard feature

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  • Updated 5 years ago
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Here are the simple steps to set-up your own dashboard on your Replicon account. For more details, click here

STEP 1: Get access to the dashboard
  • Create a new permission set for dashboard users.
  • Set the permissions for the User type and enable view and/or edit for Dashboard. 
  • Assign the new permission set to your dashboard users via the user profiles. They will see Dashboard available on their top menu.

STEP 2: Access the dashboard to analyze your data
  • Click Dashboard Tab and then choose the rows and columns you want to see and the data relative to those headers

STEP 3: Create your visuals chart.
  • Choose your chart type and settings
  • Click Save to name your chart and save it to the dashboard


STEP 4: Customize/Edit visual charts.
  • Click on a chart to return to chart setup
  • Click Edit Charts (pencil icon) to add or delete charts from the dashboard

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Raghu K, Community Moderator

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Posted 5 years ago

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