How to create dashboard reports or charts

Dashboard charts offer a powerful means to gain insights at a glance. You can visualize various analysis charts right on your dashboard, allowing you to quickly assess process performance, evaluate user efficiency, and identify potential work overload. To add a new chart, follow these steps:

1. From the top-right corner, click the 'User' button and select 'User Settings'.
2. Choose a 'Report Style' that suits your preference, such as Bar, Pie, Doughnut, Line, Polar Area, or Radar.
3. Select a specific report, like 'Admin Approvals'.
4. Here's where you can create an informative chart. Let's say you want to track the number of assigned tasks for each user. To do this, you can:
• Select 'Aggregate Function' as COUNT.
• Set the 'Value Field' to 'Id'.
• Choose 'Group By' and set it to 'Assigned User'.
• Click 'Add' to generate the chart.

Example: You've just created a chart on your dashboard that displays a bar graph showing the number of assigned tasks for each user. This provides a quick visual summary of work distribution and helps you identify users who might be handling more tasks than others. For instance, it will show that User A has 15 assigned tasks, User B has 12, and so on. These insights can be invaluable for workload management and optimizing task assignments.