Website logo
โŒ˜K
HyperPortal documentation - Home
๐Ÿ”Login process
๐Ÿ“ฐHeader
๐ŸฆCRM features
Organizations & Contacts
Groups
Permissions
๐Ÿ’พCMS
Data history tab
Activity/Ad-Hoc tasks
Kanban view
Bulk operations with items (update/delete)
Computed expressions
Detailed View
List view
Entity creation/managment
Entity type property. Expanded view type
Entity type property. Selector settings
Highlighted properties
Filters
Highlighted referred entities
Email logs
Inline image gallery in the table view
๐Ÿ“ŠDashboards
Table widget
Charts
Activity Widget
Workflows tasks widget
Access to Dashboards
๐Ÿš€Wะพrkflะพws
Dashboard
Processes
Tasks aka Nodes
๐Ÿ› ๏ธTemplates
Emails
Fะพrms
Documents
โš™๏ธSettings
Tenant Configuration
CMS
Statistics
GDPR settings
Domains
API key
Webhooks
โ‰๏ธF.A.Q
Docs powered byย Archbee

Dashboards

5min

You can create personalized dashboards with charts and widgets in Hyper Portal. To open the dashboard go to Dashboards -> select any dashboard.

Document image
๏ปฟ

Creating a dashboard

To add a new dashboard you need to click on the dashboard selector -> 'Add new' (see screenshot below)

Document image
๏ปฟ

Now you can name your dashboard and add new widgets.

Widgets

To add the widget press on the 'Add Widget' button then choose a widget type.

Document image
๏ปฟ

Currently, there are four types of widgets available -

Chart - this widget is the graphical representation for data visualization

Document image
๏ปฟ

Activity - this widget displays all activity tasks (ad-hoc tasks) across the whole system.

Document image
๏ปฟ

Table - this widget allows you to display any table view from CMS or Workflows.

Document image
๏ปฟ

Workflow tasks - this widget is used for tracking workflow tasks across the system.

Document image
๏ปฟ

Date range

You can change the date range of the dashboard on the selector at the top.

Document image
๏ปฟ

Only records that were created in the selected time frame will be displayed.

There are two types of date ranges - absolute and relative.

In the absolute date range, you can specify the start and end date

Document image
๏ปฟ

A relative date range is a period of time that is relative to the current date (last hour, last year, etc.)

Document image
๏ปฟ

Start of date - this feature allows you to set the relative time ranges to count from the start of the time period.

if the 'start of date' setting is enabled and the range is set to one month, the start date will be set to the start of the current month, not to one month ago. If today`s date is 07.12.2022 the start date will be 01.12.2022, not 07.11.2022.

Updated 30 Oct 2023
Did this page help you?
PREVIOUS
Inline image gallery in the table view
NEXT
Table widget
Docs powered byย Archbee
TABLE OF CONTENTS
Creating a dashboard
Widgets
Date range
Docs powered byย Archbee