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Dashboard Charts

Select the three-dot icon in the top right of any Page Chart to add this Chart to their Dashboard. The Chart's Default Chart Type is pre-populated, but a User may change this to any other Chart Type.

CAUTION: When creating KPIs, although the Label Field is ignored by the KPI, it will be considered if the User switches the Chart Type.

Home Dashboard showing different types of charts that represent different data in the system

My Dashboard can be found on the Home page and is the primary tab displayed. Dashboard Charts clearly indicate the Page and View on which they are based and include a direct link back to this View. They also displayed the total record count of this View. Depending on the Chart's configuration, this may or may not be equal to the number of Records this Chart is evaluating but it offers useful insight.