Creating My Work Space

Creating a custom dashboard tailored to your specific needs can significantly enhance your productivity and data analysis. Whether you're managing finances, analyzing sales data, or tracking purchases, having a customizable dashboard can streamline your workflow.

Creating New Work Space

Creating a custom dashboard involves entering the name of the dashboard and adding components to the dashboard. You can also choose to set this as the default dashboard.

To create your custom dashboard, go to Menu > User > My Work Space

Create New Work Space Fields

Field	Description
Name	Enter a name for the work space that reflects the purpose or theme of your workspace.
Default Workspace	Select this box to set this work space as your default dashboard, ensuring it's the one you see every time you log in.

After filling in the details, click "Save" to create the work space.

Adding Components

After your workspace has been created, the next step involves adding components to your dashboard for a comprehensive view of your data. Click on "Add Component" to open the component menu.

Add Component Fields

Field	Description
Category	Choose the category that best aligns with the nature of the data or task you're focusing on (Accounting, Sales, Purchase, etc.).
Component Type	Select the type of component you wish to integrate into your dashboard. Options include Stats, Graph, or Table.
Component	Select the specific component that you want to add to the dashboard. The component options will be populated based on the selected category and component type.
Preview	This section displays the preview of the component that will be added to the custom dashboard.

Click "Add to Layout" to place the component on the dashboard. Repeat these steps until you've added all desired components.

Once complete, click "Save" to finalize your workspace setup.

By following these steps, you can create a customized workspace that meets your unique requirements, enabling more efficient access to key information and insights.

You can set up several workspaces, each containing various components. To switch to a specific workspace, simply select it from the "Select Workspace" menu.