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Creating a Dashboards

Step by Step guide on creating a dashboard

Updated over a month ago

Creating dashboards is simple and can be done using two methods. Follow these steps to get started:

Method 1: Using the Sidebar Menu

Access the Sidebar Menu:

  • Click the Bright Analytics icon located on the left side of your screen. This will open a sidebar menu.

  • The sidebar menu will display all folders and dashboards a user has access to.

Add a New Dashboard:

  • Find the folder where you want to add the dashboard.

  • Click on the three dots next to the folder or dashboard name.

  • Select the option to 'Create Dashboard'.


Method 2: From the Home Page

Go to Your Content:

  • From the home page under 'Reporting', click on ‘Your Content’

Create a New Dashboard:

  • Click ‘Create New Dashboard’ button on the right-hand side of the screen.

Creating a dashboard will take you through to the report builder to make your first report. Clicking on 'Create a Content Area' will allow you to create a header or insert some text into your dashboard. Clicking on 'Create a Report' will allow you to create a new report.

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