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Opening and Using Dashboards

Dashboards

Opening and Using Dashboards

A simple breakdown of how dashboards are structured.

Dashboards are opened from the WP button/menu in the top-right of the Desktop App.

How to open Dashboards

  • In the Desktop App, click the WP button/logo at the top right.

  • Click Dashboard in the pop-out menu.

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What you see when Dashboards opens

  • A dashboard page (or page selector if multiple pages exist)

  • A set of widgets on that page

  • Each widget showing a number or chart

Dashboards are read only. Clicking is safe: you’re either viewing records or downloading an excel breakdown.

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