Dashboards

Captisa Forms dashboard is an information management tool that visually tracks, analyzes and displays key performance indicators (KPI), metrics and key data points to monitor the health of a business, department or specific process. They are customizable to meet the specific needs of a department and company.

Create Dashboard

1. Go to Settings

  • 1On navigation menu, click Dasboards
  • 2Click Add button

3. Dashboard Setup

  • 1Select dashboard template
  • 2Enter dashboard name
  • 3Click on Create button

4. Select the new dashboard and then click on Edit button

Chart Widget

1. Add Chart Widget

  • 1Select Cog button
  • 2Select Chart

2. Chart Settings

  • 1Enter chart name
  • 2Select a form
  • 3Select a chart
  • 4Select filters. You can select 1 or more filters. This is useful when you want to switch between filters while viewing the chart.

Table Widget

1. Add Table Widget

  • 1Select Cog button
  • 2Select Table

2. Table Settings

  • 1Enter table name
  • 2Select a form
  • 3Select views. You can select 1 or more filters. This is useful when you want to switch between views while viewing the table.
  • 4Select filters. You can select 1 or more filters. This is useful when you want to switch between filters while viewing the table.

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