Create a Custom Dashboard

Nakisa HR Suite allows you to create your own custom dashboards. Custom dashboards appear under Dashboards > Custom in the main menu. You can choose between these page types:

  • Dashboard: This page type allows you to create different types of charts pertaining to a dataset. For more information about charts, see Dashboards.
  • Pivot Table Dashboard: This page type allows you to choose from only two types of charts: pivot tables and pivot table rows. Pivot table dashboards only allow you to create one chart for the entire dashboard.
  • List: This page type presents the dashboard in List view by default, showing data as a table.

To create a dashboard:

  1. From the main menu, click Dashboards > Create Dashboard.
  2. Fill in the required fields:
    • Page Title: Enter a display title for the dashboard.
    • Page Type: Select the page type between "Dashboard", "Pivot Table Dashboard", and "List".
    • Page Dataset: Select the type(s) of data you would like to display (for example, Employee Dataset) You can select one more than one dataset.
  3. Enable/Disable List allows you to choose whether the List view is visible as a dashboard option. This switch is only visible if:
    • The selected page type is Dashboard.
    • Only one dataset is selected.
  4. Click + Create Page.
  5. Click Reset to clear all fields and return them to their default values.
  6. Click Cancel to exit the Create Dashboard page and return to the last displayed page.

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