Create Dashboards

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How to Create Dashboards

Dashboards in Flowtrail AI offer a centralized view of your reports, enabling streamlined data visualization. Follow these steps to create a dashboard:

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Step 1: Access the Dashboard Section

From the sidebar menu, select "Dashboard" to access the dashboard management screen.

Step 2: Add a New Dashboard

Click on the "Add New Dashboard" button to initiate the creation of a new dashboard.

Step 3: Select Reports for the Dashboard

Upon clicking "Add New Dashboard," you will be directed to the dashboard screen. Click on the "Add Report" button to select the reports you want to include in the dashboard.

Step 4: Customize Dashboard Widgets

Once reports are selected, they will appear as widgets on the dashboard. You can resize widgets by dragging their edges to adjust their size according to your preference.
To add more widgets, click "Add Report" again and select additional reports to include in the dashboard.

Step 5: Save the Dashboard

After configuring the dashboard to your liking, click the "Save" button to save your changes. Optionally, choose a specific location to save the dashboard if desired.

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Note: Dashboards provide a consolidated view of your reports, allowing for easy monitoring and analysis of key metrics and insights.

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