Add tile / edit layout in dashboard

• 4 minutes to read
 • 4 minutes to read

If you do not find the tile you need among the set of pre-defined tiles in SuperOffice Dashboard, you can always create your own.

Watch this video or follow the steps below to learn how to create your own dashboard tile (video length – 7:20):

Steps

  1. Open the Dashboard screen.

  2. Select the dashboard you want to edit.

  3. Click the Task button, and select Add tile / Edit layout. On the right side of the selected dashboard, the Add tile / Edit layout section is displayed.

    Select tile type -screenshot

    Note

    If the Layout tab and the fields are disabled, this means you do not have sufficient user rights. Please contact your administrator to get the right access.

  4. In the Show tiles for list, select the type of records you want to use, for instance companies, follow-ups or sales. Relevant tiles are displayed in the Library and Selections tabs below:

    • Library: This tab contains a set of pre-defined tiles from the online template library. The icon next to the tile name indicates the tile type.

      Tip

      You can also select an empty tile to create a tile from scratch.

    • Selections: This tab contains dynamic selections with charts, and will only show selections of the same record/entity type selected in the View list above (for example, company or sale).

    Note

    When using a selection chart, the dataset is copied, and any changes to the selection will not be reflected in the tile.

  5. Optional: Use the search field to find specific tiles.

  6. To add a tile to the dashboard, drag and drop it on the desired position on the dashboard. You can also click Add to add a tile to next available position. The tile will automatically adjust to the available space, and will align with the grid and columns setup.

  7. Repeat steps 4-6 to add more tiles.

  8. Adjust the tiles on the dashboard:

    • Hold the mouse-pointer over a tile and click and drag the frame to adjust the tile size. Available slots/spaces in the dashboard are highlighted in yellow when the tile can fit in that position.

    • Click the header of a tile and drag it to another position.

  9. Click Done.

The dataset tab

The tab for Dataset will show the criteria overview like you are used to in Find and Selection. The different criteria you select here will filter the wanted data for your tile.

You have various edit options for your dashboard tiles, including the Source of the data

The layout tab

The tab for Layout gives you a lot of possibilities to fine-tune the visual look of the tile. If you are happy with the layout of a tile, you can also duplicate the tile to change the dataset behind without changing the layout.

Choose the wanted chart type and the settings needed. The output of the tile is shown on the right side