Customize the Dashboard Page

A Dashboard page can feature different kinds of information. Start with a description and basic information about your application. You could also display a report of your application data, including a chart or timeline. Add a fully formatted text section, complete with hyperlinks and pretty fonts. Each type of information lives in its own section. You can include as many as six sections on the Dashboard page (and up to three of them can be reports). To see an example of a custom Dashboard page, click here.

Tip: Creating and embedding a report that shows the current user's open tasks or upcoming appointments is a terrific customization that delivers exactly those records that users want to see when they first open your application. To do so, create a new report. In the Filters section, select a User field (like "Assigned to") and in the next dropdown, select Is current user. Save this report and embed it on your application's Dashboard page. Each person who opens your application will see a highly personalized and relevant Dashboard.

Tip: If users will be accessing the application on mobile devices, read tips for creating mobile-friendly application Dashboards.

To access the controls discussed here, first create or edit a Dashboard page. The Edit Dashboard screen is designed to mimic the layout of your Dashboard page. A control for a particular element occupies the same real estate that the actual display element does on the Dashboard page. When customizing a Dashboard page, you can:

Customize a Page Heading

Let people know where they are and what they're looking at. In the Heading box, type a descriptive title for the page like "May Projects Dashboard" or "Widget Sales Application Dashboard". The heading will appear in blue at the top left of the Dashboard page, underneath the menu bar.

Add buttons

The top right of your Dashboard page can include up to three customized buttons. You can add a button and customize its text and destination.

Within the Buttons section on the upper right, click + New Button. A button appears. Inside the button, click the QuickBase link icon. Within the Select link type menu that displays, select one of the following three types:

All buttons are untitled by default. To name the button, click the text that says untitled and the program displays it in a text box. Replace this text with a description of the button's function and/or destination.

Add information sections

Information sections display your application's description. (To enter a description, select Customize > Application from menu, click the Properties tab, and type a paragraph or two in the Description box.)

To add an information section to the Dashboard page, click the  + New Section button and select Info/Description from the menu that appears.

If you want, you can include an application's statistics (who the manager is, what account owns it, etc...) in this section too. To do so, turn on the Include Application Statistics checkbox.

Note: Information sections do not display in application Dashboards on mobile devices.

Add text sections

Use a text section to share more extensive information. For example, make an announcement to your team or provide important news (view an example). QuickBase lets you use HTML in these sections to enhance your text. Use HTML if you want to add hyperlinks or pictures. The beauty is that you don't need to be a coding maven to do so. Just use the HTML editor QuickBase provides.

To add a text section, click the + New Section button and select Text from the menu that appears. The section transforms into an area that lets you add, edit and format text. This is actually an HTML editor. If you know HTML, click the HTML button on the toolbar and compose or paste in whatever HTML code you want to use. Otherwise, just start typing and formatting as you would in any word-processing program. QuickBase takes your creation and (behind the scenes) turns it into HTML.

Tip: If you want to enlarge your work area, just click the Maximize button on the HTML editor's toolbar. The editor fills your screen. Click Minimize to return the editor to the Edit Dashboard screen.

The HTML editor lets you add two kinds of hyperlinks:

Note: Text sections do not display in application Dashboards on mobile devices.

Embed reports

Provide your users with quick access to important information by embedding data reports on the Dashboard page. To do so, click the + New Section button and select Report from the menu that appears. A new report section appears. In the enter a subheading text box, type in the heading you want to display above the report. If you don't type anything, QuickBase automatically uses the name of the report you're about to select. Click the Report dropdown and select the application report that you want to display. Then set the following display options:

Hide or Show the Left-column Pane

show_getstarted.pngBy default, the left column of a new Dashboard contains a list of reports available in the application (like this one). For trial users this area defaults to the QuickBase Get Started content instead. This content displays two panes: Your Progress shows steps to successfully create an application, and Trial Resources shows helpful resource links to learn more about QuickBase. (Note that the Your Progress pane displays only if the user viewing that Dashboard has permissions to create applications.) If you'd like to override the default or change the left-column display, click the Left Column drop-down list, and select one of Hide, Show All Reports, or Show Get Started.

Note: The left column pane does not display in application Dashboards on mobile devices.

Limiting the Reports pane by role

Note that the reports that appear on the Reports pane vary according to user role. That is, if a user in a Viewer role (for example) is not allowed to see a particular report, the Reports pane will not contain that report when the Dashboard appears. Learn about controlling access to reports.

Reorder and move sections

If you don't like where you've placed a section, just move it. To do so, pass your mouse over the blue section heading. When your mouse cursor turns into a four-way arrow , click and drag the section. To reposition the section, move your mouse cursor over the blue section heading that you want the section you're dragging to appear above, and drop the section (see an illustration).

Delete a section

If a section's not working out, click the X in its upper right corner to delete it.

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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