Custom Dashboard

Zoho ERP provides the flexibility for users to tailor their dashboards according to their unique business requirements. In addition to the default dashboard listed on the home page, this customization feature allows users to design personalized dashboards that showcase specific financial outcomes, offering a concise yet insightful view of their organisation’s overall financial health. Users with the appropriate permissions can create custom dashboards and display them on the Home page, ensuring quick access to financial data at a glance.

Permission to Access Custom Dashboard

Assign the “Allow Dashboard Management” role to users so they can create and manage custom dashboards. Similarly, you can restrict user access to custom dashboards by disabling this permission. To allow users to access custom dashboards,

• Navigate to the Settings page.
• Go to Organization Settings, and choose the Roles under Users & Roles.
• In the Roles page, click New Role to create a new role.
• In the New Role page, fill in the mandatory fields and provide required permissions.
• Scroll down to the bottom and select Dashboard under Reports and Dashboard listed on the left pane.
• The Allow Dashboard Management checkbox is enabled by default.
• If you want o restrict users from accessing the custom dashboards, disable the Allow Dashboard Management checkbox.
• Click Save to save the new role.

Once the role is created with the needed permissions, associate the role with the user to provide access to custom dashboards.

Create Custom Dashboards

Users can create multiple custom dashboards in their organisation. Let us see how to create a custom dashboard:

• Navigate to the Home page.
• In the Dashboard tab, select New Dashboard to create a custom dashboard.
• In the New Dashboard popup, enter the Dashboard Name.
• Provide a Description for the custom dashboard.
• Set the user access for the custom dashboard. Under Provide Access To, select whether Only Me, Only Selected Users & Roles, or Everyone.
  • Only Me - The custom dashboard will be accessible only to you.
  • Everyone - The custom dashboard will be accessible to all users in the organisation.
  • Only Selected Users & Roles - The custom dashboard will be accessible only to selected users or roles. Using this option, you can restrict the access only to selected users or roles.
    • Choose Users or Roles from the dropdown, the corresponding users or roles list will be displayed.
    • Select the users or roles to provide access to the custom dashboard.
    • Select View only or View and Manage permission from the dropdown to access the custom dashboard.
    • Click Add Users or Add Roles to add the selected users or roles. The added users or roles are listed under Access Details.
• Click Save to create a custom dashboard.
• You can add the Predefined Panels and Report Panels available to your custom dashboard.
• Under Predefined Panels, the panels of the default dashboard are listed. Hover over the required panel and click the Create Panel icon.

• Click the dropdown against the Report Panels to view the available report panels.
• Hover over the required report panel and click the Create Panel icon. The New Panel popup will be displayed.
• Under Panel Details,
  • Select the Time Period from the dropdown to display the data of the selected timeline.
  • Enter the Panel Name to display in the custom dashboard.
  • Provide a Description for the report panel.
  • Click Next.
• Under Preferences,
  • Select the Chart Type to display the data in a graphical representation.
  • Select the data available in the selected report like item name, customer name, or date as X-Axis Data Points from the dropdown.
  • Set the time interval to display the data in the Display Date By dropdown.
  • Select the measure value such as amount, quantity of the chart from the Y-Axis Data Points.
• Click Save to create the panel in the custom dashboard. The created custom dashboard will be listed in the Home page.

Other Actions

You can perform a few actions on the created custom dashboard, such as:

• Reorder Panels
• Edit Dashboard
• Edit Panel
• Resize Panel
• Delete Panel
• Delete Dashboard

Reorder Panels

Users can reorder the panels on the custom dashboard based on your requirements. To reorder panels,

• Navigate to the Home page.
• Click the settings icon in the listed custom dashboard tab.
• Select the Reorder Panels, you will be directed to the Reorder Panels page.
• Drag and drop the panels in the required position.
• Click Save Changes in the top right corner to save it.

Edit Dashboard

Users can edit the custom dashboard based on their requirements. To edit an existing custom dashboard,

• Navigate to the Home page.
• Click the settings icon in the listed custom dashboard tab.
• Select Edit Dashboard from the list. You will be directed to the existing custom dashboard creation page.
• Click the edit icon next to the custom dashboard name in the top left corner. The Edit Dashboard popup appears.
  • In the Edit Dashboard popup, users can edit the name and description of the dashboard.
  • The permission to access the custom dashboard can also be edited.
  • Click Save to save the changes made.

Edit Panel

Users can edit or delete the report panels added to the custom dashboard based on their requirements. To edit a report panel,

• Hover over the added report panel, the settings icon appears.
• Click the settings icon in the top right corner of the panel.
• Select Edit from the list to edit the panel details.
  • In the Edit Report Panel popup, you can edit the details of the panel.
  • Click Next.
  • Under Preferences, edit the chart details if required.
  • Click Save to save all the changes made.

Delete Panel

Users can remove the panels from the custom dashboard by deleting them. To delete a panel,

• Hover over the added panel, which you want to remove.
• Click the settings icon displayed in the top right corner of the panel.
• Select Delete from the list.

Resize Panel

Users can resize the report panels added to the custom dashboard. To resize a panel,

• Click on the added report panel, which you want to resize.
• Drag the edges of the panel to resize it to the needed size.
• Click Save Changes on the top right corner to update the changes to the custom dashboard.

Delete Dashboard

The created custom dashboards can be deleted permanently. To delete a dashboard,

• Navigate to the Home page.
• Click on the settings icon in the required custom dashboard tab.
• Select Delete Dashboard from the list.
• In the confirmation popup, click Delete to delete the custom dashboard.

Mark as Favourite

Users can create multiple custom dashboards, but only three dashboards can be listed on the Home page. Users can mark the dashboards as favourite to display them on the Home page. To mark the dashboard as favourite,

• Navigate to the Home page.
• Click the dropdown icon next to the listed dashboards tab.
• Click the star icon against the dashboard name to mark it as favourite.

When you mark a dashboard as favourite, it will appear first on the Home page.