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.