Our dashboard is designed with your workflow in mind, giving you instant access to essential information whenever you need it! This view gives an overview at a quick glance of the things that require your attention. For example, you can identify urgent tasks or navigate to common pages through shortcut links.

Please Note: For advanced analysis based on statistics, calculations and generic relationships of data the “Reports” feature offers you more options than the dashboard.
→ see Analyzing data: Dashboards & Reports

You have flexibility to customize this dashboard based on your needs and requirements.

In this guide, we will demonstrate how to edit the dashboard.

Configure the dashboard

To configure the dashboard widgets, open the dashboard. In the right-hand corner of the page you will see a three-dot menu.

• Click on the three-dot menu.

• Click on “Configure Dashboard”.

In the configuration screen, you can customize individual widgets to modify the information displayed and add new widgets.

Rearrange Widgets:

You can rearrange the dashboard to emphasize the information that's most important to you.

Click on the drag and drop button (the blue six dots) to move any widget around the screen.

Delete a Widget:

You can easily clean up your dashboard by clicking the X in the top right corner of any widget you wish to remove.

Add a new Widget:

You can add new widgets to help display the information you need on the dashboard.

• Click on “Add Widget

• Click on “Select the Widget type” to define the new widget in the dashboard.

• Select any one of the pre-defined options. You can further customize it after adding it to the dashboard by clicking on “Edit Widget”

Configure settings of a Widget

In the configuration screen, hover over any widget. You will see a button to edit the particular widget. This opens a special settings window for that specific widget.

• Click on “Edit Widget”

  

  • A dialogue box opens. Here, you can modify the widget based on your specifications for your dashboard. The settings that are available in that dialog are different for each widget type.

• To overwrite the general settings of a widget, like name and description, click on “Subtitle & Explanation” at the bottom.

  

Configuring an “Entity Count Widget”

We are now taking an example of configuring the widget: Counting the number of records of a certain type and grouping them based on selected filters.

• Click on the field “Select entity type” to change the statistics displayed. Based on the selected entity, you can further refine the dashboard data.

  

• To further refine the data, click on “Group by fields” to select the filters. You can select multiple filters to break down the data by criteria that matter to you.

  

This will help in breaking down the data by selecting the fields with which you want to group the data.

In this example. We have selected the Entity as Child; we can break down the data further based on the gender and the mother tongue of the child.

• After clicking save, you can view the dashboard widget with the required information in the selected groupings.

  

Adding a Shortcuts on the Shortcut Widget

You can create shortcuts to provide quick access to your most-used features, which in turn helps you save time and improve navigation. We have already added some shortcuts for you, you can personalise these shortcuts to navigate to features that you use most frequently or for features you would like to have handy at all times.

To configure a shortcut:

• Click on the widget labelled as “Quick Actions”

  

• Click “Configure Widget”, a dialogue box opens. Here you can edit the label of the shortcut:
  

• You can configure the link to access the shortcut you want.

• Open Aam Digital in a new tab, navigate to your desired entity.

  • In this example, I want to create a shortcut for “Adding a new School”

• Click on the URL link and copy the suffix from the URL, as highlighted below:

  

• Paste this suffix in the field “Link” in the widget to create your required shortcut.

  

• Click on Save, and your new shortcut will be available in the dashboard.