Introduced in Version 12
Dashboard provides an at-a-glance view of key performance indicators relevant to the business process.
Each Dashboard consists of one or more than one Dashboard Charts each of which are configured with a data source known as Dashboard Chart Source.
To access Dashboard, go to,
Home > Customization > Dashboards > Dashboard
1. How to Create a New Dashboard
- Go to Dashboards List and click on New.
- Enter the Module Name for which you would want to see the Dashboard.
- Enter the Dashboard Charts that you would want to be parameterized for this Dashboard.
When you click on
Show Dashboard, you will be able to see the Dashboard giving the graphic representation of your transactions.
2. Adding Charts to Dashboard
Add charts to this dashboard by either selecting existing
Dashboard Chart or creating new ones.
Save changes and click on
Show Dashboard button to see the dashboard.
3. Creating a New Dashboard Chart
To create a new Dashboard Chart, go to
Home > Customizations > Dashboards > Dashboard Chart > New
Provide a name for the chart, this will show up in the dashboard as the chart label, select chart type as
Custom and select a
Dashboard Chart Source as the data source for this chart.
Dashboard Chart Source can only be created by the Administrator User in Developer Mode.
After setting the Chart Source field, the filters table will be shown.
Click the table to edit filters.
A modal will be shown to set filters. Click
Set to set filters.
After setting Chart Source field, Filters table will be updated with selected filter values.
In the above example, we created a custom
Dashboard Chart for which we already had a
Dashboard Chart Source.
You can also create basic charts like Count/Sum/Average/Group By of ToDo based on creation/modified date by selecting
Count/Sum/Average/Group By as
Chart Type also you can use an existing report as a source in
Report Name field to create a chart by selecting
Count, you need to select the
Doctype for which you need the chart in the
Document Type field and
Based On Date field in
Time Series Based On.
Note: If you select a child table doctype in
Document Type you also have to select the parent doctype for that child table in
Parent Document Type (this field will only be visible when you select child table doctype in
Document Type field).
Average you also have to select the
Based On Value field in
Value Based On.
Group By you can select
Group By Type as Count/Sum/Average,
Group By Based On as Created By/Modified By, and
Number of Groups.
4. Using Dashboards
Every chart will be shown according to the fields set in the corresponding Dashboard Chart. The result from the dashboard chart source is cached to avoid redundant queries. Since the chart data can be stale, each chart will also show the last synced time.
The filters used to generate the chart data can also be changed by clicking
Set Filters. The chart will be refreshed automatically according to the recently set filters.
To get the most recent data each chart has to be refreshed forcefully by clicking Force Refresh button from the dropdown menu.