## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/sa/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Custom Dashboards

Zoho Books allows you to create custom dashboards to get a specific overview of your business. Using custom dashboards, you can add new panels that provide insights on the key metrics of your business. Also, you can reorder and resize the panels so that you get to see what’s important at a glance.

**Note:** This feature is available only for certain plans of Zoho Books. Visit the [pricing page](https://www.zoho.com/books/pricing/) to check if it’s available in your current plan.

## Create Custom Dashboards

**Prerequisite:** If you want to invite a user to your organisation to view and manage dashboards, ensure that you have provided the necessary permissions before you invite the user. However, all admins in your organisation will be able to view and manage custom dashboards by default.

You can create multiple custom dashboards in Zoho Books. Here’s how:

*   Go to the **Dashboard** tab.
    
*   Click **\+ New Dashboard** in the top right.
    
    ![New Dashboard](/sa/books/help/images/custom-dashboards/new-dashboard.png)
*   In the pop-up that appears, enter a **Dashboard Name** and provide a short **Description**, if required.
    
    ![Create Custom Dashboard](/books/help/images/custom-dashboards/new-dashboard-details.png)
*   Select the users for whom you want to provide access to view and manage the custom dashboard under _Provide Access To_.
    
    *   **Only Me** - Only you can view and manage the custom dashboard.
    *   **Everyone** - All the users in your organisation can view and manage the custom dashboard.
    *   **Only Selected Users & Roles** - You can provide access to specific users in your organisation and configure necessary permissions for them.
        *   Once this option chosen, select the required users from the **Select Users** dropdown.
            
        *   Click **Add User**. The list of users who can access the custom dashboard will be displayed under _Access Details._
            
        *   You can change permissions for each user under _Permissions_. There are two permissions that can be configured for a user:
            
            1.  **View Only** - Allows users to only view the custom dashboard.
            2.  **View and Manage** - Allows users to view, edit, delete, and share the custom dashboard.
            
            ![Selected Users](/books/help/images/custom-dashboards/users-access.png)
*   Click **Save**.
    

Similarly, you can also configure access permissions based on **Roles.**

The custom dashboard will be created. You can add the required panels to it in the dashboard setup page.

### Add Panels to the Custom Dashboard

The custom dashboard consists of two different panels:

*   [Predefined Panels](/sa/books/help/home/custom-dashboards.html#predefined)
*   [Report Panels](/sa/books/help/home/custom-dashboards.html#report)

#### Predefined Panels

Zoho Books has [predefined panels](/sa/books/help/home) that are available by default. You can create a custom dashboard and add these panels to it. Here’s how:

*   In the _Dashboard Setup_ page, click **Predefined Panels** in the left pane.
*   Hover over the required predefined panel and click the **Create Panel** icon.
*   Click **Save Changes** in the top-right corner of the page.

The predefined panel will now be displayed in the custom dashboard.

#### Report Panels

**Note:** Only the following reports and their custom reports can be added as report panels in the custom dashboard. Profit and Loss, Sales by Customer, Sales by Item, Sales by Sales Person, Invoice Details, Sales Order Details, Delivery Challan Details, Quote Details, Receivable Summary, Receivable Details, Payments Received, Credit Note Details, Bills Details, Vendor Credits Details, Purchase Order Details, Purchase Orders by Vendor, Purchases by Vendor, Purchases by Item, Expenses by Customer, Expenses by Project, and Billable Expense Details.

It displays the list of reports and custom reports that you can choose to display on the dashboard.

To add a report panel:

*   In the _Dashboard Setup_ page, click **Report Panels** in the left pane.
    
*   Hover over the required report panel and click the **Create Panel** icon.
    

Report Category

Description

**Business Overview**

Contains reports displaying the business’s performance and health over a specific period.

**Sales**

Contains reports that provide a summary of all the sales transactions with respect to **Sales By Customers**, **Sales By Items**, and **Sales By Salesperson** in your organisation.

**Receivables**

Contains reports about the amount your customers owe you.

**Payments Received**

Contains reports about the payments you have received from your customers.

**Payables**

Contains reports about the amount that you are yet to pay your vendors.

**Purchases and Expenses**

Contains reports about the **Purchase** and **Expense** transactions you have recorded in Zoho Books.

**Custom Reports**

Contains custom reports you generated, based on the preferences you had set in the existing reports.

*   In the pop-up that appears, enter the required details in the _Panel Details_ tab.

Field

Description

**Time Period**

Select the time period for which you want to create the panel. The time period for a panel can be **Today**, **This Week**, **This Month**, **This Quarter**, **This Year**, etc.

**Panel Name**

Enter the name of the Panel.

**Description**

Provide a short description for the panel.

![Report Panel Details](/books/help/images/custom-dashboards/new-panel-details.png)

*   Click **Next**.
    
*   In the _Preferences_ tab, enter the required details.
    

Field

Description

**Chart Type**

Select the chart type of the report panel. It can be a **Pie Chart**, **Bar Chart**, or a **Line Chart**.

**X-Axis Data Points**

Select the X-Axis Data Points you want to display, like **Item Name** or **Customer Name**.

**Y-Axis Data Points**

Select the Y-Axis Data Points you want to display, like **Amount** or **Quantity**.

**Sort By**

Select the order in which you want to sort the data.

**Maximum Data Points On X-axis**

Select the maximum limit of data points you want to have along the X-axis.

![Report Panel Preferences](/books/help/images/custom-dashboards/new-panel-preferences.png)

*   Click **Save**.
*   Click **Save Changes** in the top-right corner of the page.

The report panel will now be displayed in the custom dashboard.

### Other Actions

You can also perform various actions on the _Dashboard Setup_ page, like:

*   [Reorder Panels](/sa/books/help/home/custom-dashboards.html#reorder-c)
*   [Resize Panels](/sa/books/help/home/custom-dashboards.html#resize-c)
*   [Edit Panels](/sa/books/help/home/custom-dashboards.html#edit-c)
*   [Delete Panels](/sa/books/help/home/custom-dashboards.html#delete-c)

#### Reorder Panels

Once you add panels to your custom dashboard, you can reorder them based on your preference. Here’s how:

*   In the _Dashboard Setup_ page, drag the panel to the desired location.
    
    ![Reorder Panel](/books/help/images/custom-dashboards/reorder-panels.png)
*   Click **Save Changes** in the top-right corner of the page.
    

#### Resize Panels

**Note:** You can only resize and edit a report panel.

To resize a report panel:

*   In the _Dashboard Setup_ page, select the panel to be resized.
    
*   Drag the corners of the panel to adjust it’s size as required and click **Save Changes** in the top-right corner of the page.
    
    ![Resize Panel](/books/help/images/custom-dashboards/resize-panels.png)

#### Edit Panels

To edit a panel:

*   Click the _Settings_ icon near the panel name that you want to edit, and select **Edit** from the dropdown.
    
    ![Edit Panel](/books/help/images/custom-dashboards/edit-panels.png)
*   Make the necessary changes to the panel and click **Save** in the _Preference_ tab.
    
*   Click **Save Changes** in the top-right corner of the page.
    

#### Delete Panels

To delete a pane:

*   Click the _Settings_ icon near the panel name that you want to delete, and select **Delete** from the dropdown.
    
    ![Delete Panel](/books/help/images/custom-dashboards/delete-panels.png)
*   Click **Save Changes** in the top-right corner of the page.
    

* * *

## Dashboard Lists

To view the custom dashboard that you’ve created:

*   Go to the **Dashboard** tab.
*   Click the **View All** dropdown below the _Dashboard_ tab. It contains the list of dashboards present in your organisation:

Dashboard Category

Description

**Created By Me**

Custom dashboards that you’ve created.

**Shared With Me**

Dashboards that the other users in the organisation have shared with you.

**Created By Other Users**

Custom dashboards that are created by the other users of your organisation. You will only be able to view this list if you are an admin.

**System**

Default dashboard of your Zoho Books organisation.

You can now use the custom dashboard to get a specific overview of your business.

### Mark as Favorite

If you have multiple custom dashboards, and frequently use a certain ones, you can mark them as favorites for easier access.

To do so:

*   Click the dropdown in the _Dashboard_ tab.
    
*   Click the **Favorite** icon next to the required dashboards.
    
    ![Mark as Favorite](/books/help/images/custom-dashboards/mark-as-favorite.png)

These custom dashboards will now be available in the Dashboard tab.

![Marked as Favorite](/sa/books/help/images/custom-dashboards/dashboard-list.png)

**Note:** You can mark up to a maximum of three dashboards as favorites in the dropdown. However, only two of them will be displayed in the Dashboard tab along with the Default Dashboard.

* * *

## Provide Access to Manage Dashboards

If you want the users of your organisation to manage the custom dashboards, you will have to create a new role with specified permissions and associate it to the required users. Here’s how:

*   Go to **Settings** and select **Roles** under _Users & Roles_.
    
*   Click **New Role** in the top-right corner of the page.
    
*   Scroll down to the **Dashboard** section and select the required panels for which you want to provide access. Make sure that the selected dashboards at least have the **View Access** permission. To do this,
    
    *   Go to the required dashboard.
    *   Click the **Settings** icon in the _Dashboard_ tab and select **Edit Dashboard** from the dropdown.
    *   In the _Dashboard Creation Page,_ Click the **Edit** icon in the top left.
    *   In the pop-up, click **Enable View Access**.
    *   Click **Select All** below the required access to be provided.
*   Check the **Allow Dashboard Management** option.
    
    ![Dashboard Permissions](/books/help/images/custom-dashboards/dashboard-permissions.png)
*   Enter the other required details and click **Save**.
    

After creating a role with the required permissions, you can associate the role to the existing users or invite new users to your organisation.

* * *

## Other Actions in Dashboard

In the Dashboard tab, you can perform various actions after creating a custom dashboard.

*   [Edit Dashboards](/sa/books/help/home/custom-dashboards.html#edit)
*   [Delete Dashboards](/sa/books/help/home/custom-dashboards.html#delete)

### Edit Dashboards

To edit a custom dashboard:

*   Go to the _Dashboard_ tab.
    
*   Click the **Settings** icon next to required dashboard and select **Edit Dashboard** from the dropdown.
    
    ![Edit Dashboard](/books/help/images/custom-dashboards/edit-dashboard.png)
*   Make the necessary changes to the dashboard and click **Save Changes**.
    

You can also [edit the panels](/sa/books/help/custom-dashboards/#edit-c) when you edit a custom dashboard.

### Delete Dashboards

To delete a custom dashboard:

*   Go to the **Dashboard** tab you want to edit.
    
*   Click the **Settings** icon next to required dashboard and select **Delete Dashboard** from the dropdown.
    
    ![Delete Dashboard](/books/help/images/custom-dashboards/delete-dashboard.png)
*   Click **Delete** in the confirmation pop-up.
    

**Note:** You will not be able to edit, reorder, or delete the default dashboard.