Xeppo Support Centre

Sign In to your account

Dashboards

Follow

Dashboards are supported at the Practice, Group and Client level

You can create shared and personal dashboards.

Can select and order from a pre-defined list of charts. 

 

Practice Dashboards

This is accessed by clicking on the Practice menu and selecting from the available Dashboards. If none exist see Creating and Administering Dashboards section later in this document

 

Group and Client Dashboards

These are accessed from the Details Tab on both Group and Client pages, as shown below..

 

 

Note: Only Administrators can create and maintain Practice type Dashboards.

 

Administering Dashboards

Dashboards can be created and administered from the "My Dashboards" option under your personal preferences section (as shown above).

From this area you can Create, Edit and Delete dashboards.

You can also create dashboards via "Create Dashboard" option available on the Details tab menu of the Group and Clients.

 

 

Creating your first Dashboard

This video shows:

- Creating a shared Group based Dashboard

- Adding Widgets

- Saving the Dashboard

 

Editing Dashboards

  • You can only edit Dashboards where you are the creator.
  • Shared dashboards that you can access as a result are maintained by the author.
  • To change the widgets or order of them, go to the dashboard and drag as you require. Click on "Save Order" to retain your changes
Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk