The 'Dashboard' page is the first page you encounter when you sign in to TE Reporting. The 'Dashboard' page is used to display one dashboard at a time, containing one or many report widgets generated by your workflows. If you've navigated away from the 'Dashboard' page, you can access it again by pressing the 'home' icon in the menu bar:
Any workflow can be configured to output its data as a Widget, or as an XLSX report file. Changing the output type of a workflow is done on the 'General' tab of the workflow's detail page, read more here.
The first time you navigate to the 'Dashboard' page, or if you don't have a Dashboard selected, you will be met by an empty state screen:
To bring up the sidebar that lets you create, edit, and select Dashboards, press the green button in the middle that says 'Select or create a dashboard'. Alternatively, press the 'Edit dashboard' button to bring up the same dialog. This button will always be present on the screen, regardless of whether a Dashboard has been selected or not.
Once the sidebar is opened, you can see a list of all of your dashboards, select which one to display, as well as easily creating a new one:
The dashboard sidebar open showing two dashboards and the button to create new ones
To create a new dashboard, simply click the 'Create dashboard' button. This will take you to the same interface as you'd get to by clicking the 'Edit' button on any of the existing dashboards.
To select which dashboard to display, simply click the dashboard and the page will update to display its contents
<aside> 💡 The number in the rectangular box on the right hand side of each dashboard denotes the number of widgets added to the dashboard
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Put simply, a Dashboard consists of two things:
A widget, in turn, is also a simply data structure comprised of: