The performance dashboards are a type of report that can sit in the Performance area.
By default, there are three dashboards available in your Futrli organisation:
Balance Sheet Dashboard
Cash Flow Dashboard
Profit & Loss Dashboard
How can I access a Dashboard?
How can I access a Dashboard?
You can access these from the Performance page, or you can also access them via the Reporting tab under your published reports.
Any dashboard set to display in the Performance area will be seen by any user with access to that organisation.
Can I edit these pre-built dashboards?
Can I edit these pre-built dashboards?
Yes, just click the dashboard when viewing the Performance page, then click Edit in reporting in the top right. You can then edit the dashboard the same way you edit or build a report.
📌TIP: You can also edit a dashboard via your Published reports in the Reporting tab.
Can I create other dashboards?
Can I create other dashboards?
Yes, the process is similar to how you create a report.
How do I add more dashboards to the Performance page?
How do I add more dashboards to the Performance page?
After you create a dashboard, simply click Add to Performance dashboard when viewing or editing it.
What is the difference between a Dashboard and a Report
What is the difference between a Dashboard and a Report
A dashboard is built like a report, but the layout is designed to be displayed in the Performance area only. It cannot be printed or exported like a report.
If you want to export a Dashboard, you need to convert it into a Portrait or Landscape Report first.
To convert a Dashboard,
Click the Dashboard from the report's list, then Edit
Click Page Set Up
Select either Portrait or Landscape and Save.
📌 TIP: If you want to keep both the Report and the Dashboard, you can duplicate the Dashboard first and then convert it into a Report.