Creating a dashboard and adding a databoard

The best way to view any databoard is through your dashboard. Dashboards are a handy tool to maintain easy access to information that is relevant to you through floating boxes called ‘widgets’.

This guide will give an introduction to dashboards and show how any user can create their own for the purpose of viewing databoards, but can also be used as a general introduction to the usage of dashboards.

Note that Dashboards and Databoards are NOT the same thing, but they go very well together.


Before we go into creating the dashboard, here’s a quick overview of the dashboard page.

Dashboard overview

  1. Creates a new dashboard.
  2. A list of all available dashboards. Some may belong to other users, you cannot change these. They’re on your list because the owner wanted to share the dashboard with you.
  3. Filter. Can be set to show only your own dashboards.
  4. Search field to filter on dashboard names.
  5. The selected dashboard takes up this part of the screen.
  6. Home button clears the dashboard selection and returns you to this screen
  7. Context menu. Same options are given when right-clicking the dashboard directly in the list. It can be used to create new dashboards, duplicate the current one, and if you own the dashboard it also gives the option to delete it as well as accessing the setup of the dashboard.

Creating the dashboard

Pressing “Add dashboard” will open up the creation dialogue. It’s fairly straight forward, and not important. Everything can be changed later, so the default name is fine for now. Here’s a quick explanation of each item:

  1. Name the dashboard. A name that describes the function of the board is best.
  2. Enable databoard.
  3. Changes the dashboard icon in the list. Every icon in Workbook is available, but this is the default:
  4. Background colour, sets the background colour of the dashboard. The default colour changes every time you create a new dashboard.
  5. Design, what type of grid used. Your widgets will snap to the grid unless you use Free Mode.
  6. The Access tab is where you share your dashboard with other users. You can add users by their initials. Users added will have the dashboard appear in their list, but they won’t be able to change anything. They will view it as you’ve set it up. The only way to hide it is to change the filter to show their own dashboards only, so please be mindful of how many dashboards you share with others.
  7. Confirm setup or delete the dashboards.

Once the dashboard is created, you’ll have two new buttons at the top of the screen.

  1. This button opens the settings again, where you can change everything you could at creation, so you can update access settings, colours, names, icons. etc.
  2. This is the widget menu, which is where we’ll find the databoards.

Adding the databoard

First off, what IS a databoard? It’s a presentation tool that can be used to arrange data into diagrams, graphs or simple spreadsheets. Much like reports, the primary difference being that you view them on your dashboard instead generating a pdf. An example application of this could be running a big screen in your office with a live feed of everybody’s workload.

The databoard is contained within a widget.Widgets are resizeable floating boxes that can be placed freely within the dashboard.

How to do so:

  1. Open the widget list.
  2. Scroll to the bottom and find DataboardView
  3. Drag & drop the DataboardView onto the dashboard using your mouse.

It should now look like this:

Configuring the databoard


Resize the widget to see more of the databoard, you can also keep it small to make room for multiple databoards. You can then set one of them to full-screen and switch between them as a handy presentation kit.

Select databoard

You can only select databoards that you have access to. If the list is empty, ask a system administrator to extend access to you. If in doubt, show them this guide.


Most databoards require a filter to be setup, but they will often have a default filter to work right off the bat. The filter is found under the wrench that appears when mousing over the widget.

The databoard will update every 5 minutes if “Auto refresh” is enabled. This can be used to keep a live feed of the databoard, for example on a big screen.

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