Creating and Customizing Your Empress Dashboard

Guides & Tutorials
1

Introduction

Welcome to the Empress Dashboard guide! The Dashboard in Empress is a powerful tool that provides an overview of key performance indicators relevant to your business. It helps you monitor your business’s performance data in a visually appealing and easy-to-understand format.

Accessing the Dashboard

To access the Dashboard, you simply need to follow this path:

Home > Customization > Dashboards > Dashboard

Creating a New Dashboard

Creating a new dashboard in Empress is a straightforward process. Follow these steps:

  1. Go to the Dashboards List and click on New.
  2. Type in the Module Name for which you want to create the Dashboard.
  3. Add the Dashboard Charts that you want to include in this Dashboard.
  4. Click Save.

Once you’ve saved the dashboard, click on the Show Dashboard button. You’ll now see a visual representation of your transactions.

Adding Charts to Your Dashboard

You can further customize your dashboard by adding charts. Choose from the existing Dashboard Chart options or create new ones. Once you’ve made your additions and saved your changes, click on the Show Dashboard button to see your updated dashboard.

Creating a New Dashboard Chart

Creating a new chart for your dashboard is a simple process:

  1. Go to:

     Home > Customizations > Dashboards > Dashboard Chart > New

  2. Give your chart a name. This label will appear on the dashboard.

  3. For the chart type, select Custom and choose a Dashboard Chart Source for the chart’s data source.

Note: Only the Administrator User in Developer Mode can create a new Dashboard Chart Source.

Once you’ve selected the Chart Source field, the Filters table will update to show your selected filter values.

You can also create basic charts like Count/Sum/Average/Group By of ToDo based on creation/modified date by selecting the corresponding Chart Type. Alternatively, you can use an existing report as a source in the Report Name field to create a chart.

Using Your Dashboard

Each chart on your dashboard displays data according to the fields set in the corresponding Dashboard Chart. The data is cached to avoid redundant queries, and each chart will display the last synced time.

You can change the filters used to generate the chart data by clicking Set Filters. The chart will automatically refresh to reflect your new filter settings.

To retrieve the most up-to-date data, each chart can be manually refreshed by clicking the Force Refresh button from the dropdown menu.

In conclusion, the Dashboard feature of Empress allows you to easily monitor your business’s key performance indicators. Its user-friendly interface and customizable features make it a valuable tool for any business. For more non-technical resources or support, please refer to the Empress help center or reach out to our customer service team.