ConnectWise Dashboard Designer

The Dashboard Designer lets you combine snapshots from multiple Report Writer reports into a single view. A dashboard can hold up to eleven tiles, each showing a condensed view of the data from one report.

Open the Dashboard Designer

• To create a new dashboard: go to Systems > Report Writer, select the New drop-down, and choose Dashboard.
• To edit an existing dashboard: hover over it and select Edit.

Dashboard toolbar

Select the hamburger icon in the top-left corner to expand the toolbar menu. The toolbar contains the following actions:

Action	Description
Presentation Mode	Scrolls through dashboard tiles in a carousel.
New Dashboard	Creates a new dashboard.
Refresh Dashboard	Reloads all tiles with current data.
View Filters	Shows active filters. All reports in a dashboard must share the same filter to display correctly.
Share Dashboard	Shares the dashboard with other users.
Schedule Dashboard	Sends the dashboard via email on a schedule you define.
Print Dashboard	Prints the dashboard as HTML or Report PDF.
Save Dashboard	Saves the dashboard under a different name or as a PDF.
Email Dashboard	Sends the dashboard link to a specified email address.
Change Background	Sets a background color or image for the dashboard.

Note: If you update the date on a scheduled dashboard, save the dashboard again — otherwise the new date does not take effect.

Tile actions

Select the hamburger icon on any tile to access per-tile actions:

Action	Description
Edit tile	Opens the tile’s report in Designer.
Print tile	Prints the tile report.
Export to Excel	Exports the tile report data to an Excel file.
Open in report editor	Opens the underlying report in the report editor.
Open in report viewer	Opens the underlying report in the report viewer.
Reload tile	Refreshes the tile’s data without reloading the full dashboard.
Add report component	Adds a report component to the tile.
Record count	Sets the number of records displayed in the tile.

Create a dashboard

1. Go to Systems > Report Writer, select the New drop-down, and choose Dashboard.
2. Select Add to choose a report for the first tile.
3. Select a Category, then select a report from the list.
4. Select Chart or List View to set how the report displays.
5. Drag the corner of the tile to resize it.
6. Hover over a blue square and select Add to add additional tiles. Repeat steps 3–5 for each tile.
7. Select the hamburger icon > Save.
8. Enter a Name for the dashboard and select a Category from the drop-down.
9. Select OK.

Delete a dashboard

From the Dashboard tab

1. Hover over the dashboard you want to delete.
2. Select Remove Tile, then confirm by selecting Remove Tile again.

From the Standard Dashboard screen

1. Hover over the dashboard you want to delete.
2. Select Remove Tile. A confirmation dialog appears.
3. Select OK.

Edit a tile

1. Select the hamburger icon on the tile you want to change.
2. Select Edit. The tile’s report opens in Designer.
3. Make your changes and select Save, then close the window.

Send a dashboard link by email

1. Open the dashboard you want to share.
2. In the toolbar, select the email icon > Send Link to Email.
3. Enter the recipient’s email address.
4. Select OK.