Article Overview
This article provides step-by-step instructions for setting up and customizing your dashboard in Amplify. Amplify provides a powerful toolbox for creating a personalized dashboard. There are many ways to customize the dashboard This article should help you get started and follow best practices.
Using an example company, this article will explain how to determine the number of boards needed, configure board access/default periods, set up filters, and create widgets for optimal dashboard management.
Note: if you have more than 1 office, this process should be done for each of them.
Part 1: Access Your Board(s)
This part demonstrates where users can manage their boards.
Note: existing boards are listed at the top of the dashboard. In the example(s) below, existing boards include Company Admin Dashboard, Pipeline Stages, Gamification Dashboard, and My Dashboard.
- In order to complete your dashboard configuration, you will need to access your boards.
-
To create or edit a board, navigate to "Dashboard" -> click "+ Add Board".
- Tip: to simply create a new board, click "+ Add Board".
- When managing your Boards, users are able to:
- Toggle between managing Web Boards vs. Mobile App Boards
- Under Web Boards, "Categories" can be created. In the below screenshot, there is a "Company" category on the left side.
- On the right, users can reorder the boards in a category.
- Click "+ Add Board" to create a brand new board.
Part 2: Create a New Board
When creating a new board, users are able to edit the board's description, restrict which users can view the board, and which filters are available for that board.
-
After selecting "+ Add New Board", Users will be presented with several setup options for their new board.
-
General:
- Title: provide a title for the new board.
- Description: give a description of the new board.
- Default Period: set the default period for data to display.
- Category: assign the board to an existing category.
- Icon: select an icon to represent this new board.
-
Board Access:
- Teams/Departments: select which teams/departments are able to view the board.
- Access level: select which access level a user must have to view the board.
-
Filters:
- Resource Intensive: when checked, users won't be able to add new widgets to this board.
- User Filter: allows for users to filter data on the board by user.
- Team Filter: allows for users to filter data on the board by team.
- Activity Filter: allows for users to filter data on the board by activity type.
- Show Current User's Data by Default: choose to display the signed in user's data by default.
-
General:
- Click "+ Add Board" to create your new board.
- After creating your new board, users are able to reassign the board to a different category and reorganize the order the boards are listed within that category.
- Additionally, existing boards can be edited, copied, hidden, and deleted from the Manage Boards page.
- Live boards will be visible from the main Dashboard in Amplify.
Part 3: Create Widgets
After creating a new board, users will then need to create any necessary Metrics and create Widgets for those metrics to report on an existing board!
Pro Tips
- Configure the access of a board if you want to restrict/hide the data from a group of employees because the data is confidential or not relevant for the group.
- Companies are different on the periods they measure. Some measure monthly while others measure weekly/yearly. You will always have the possibility to change the period on the dashboard at any time with the filter, but setting a default period is highly recommended.
- Filters are used to quickly find the data you are looking for. Configuring filters can be used to restrict users from certain data.