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Create dashboards that bring your practice’s numbers, charts, and lists onto Home.
You need Manage dashboards permission to create or edit dashboards. Sharing a dashboard does not grant access to additional books.

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Create a dashboard

1

Go to dashboard settings

Go to Settings → Dashboards and click Create dashboard.
2

Describe what you want to track

Enter a description under What dashboard would you like? or choose a template, then click Build dashboard.
3

Refine the draft

Use Dashboard chat to request changes. To add a widget manually, click Add widget, choose an empty position, then select a widget type.
4

Review and publish

Choose a Preview book, review the dashboard, and click Publish when it is ready.
Published dashboards appear on Home for the people and books they are shared with. Draft changes stay separate until you publish them.

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Edit widgets

The widget library includes activity widgets, bar and line graphs, area and pie charts, metrics, and tables. Use a widget’s options to edit its settings. You can also rename its Card title directly in the editor. Use Preview book to check a specific book or All books. Results remain limited to books you can access.

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Share a dashboard

Click Share, select Books and People, then click Save. Each person sees only data they can access. In Settings → Dashboards, the Published and Drafts groups show your dashboards. Select one to preview it, then click Edit to change it.

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Return a dashboard to draft

Open the dashboard’s actions menu and select Convert to draft. This removes it from Home while preserving it for editing. The same menu offers Duplicate dashboard to create a separate copy.