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Showing results for “How to share dashboards”

Creating Dashboards

Learn how to create powerful KPI Dashboards with SimpleKPI. Discover tips and best practices to visualize data, track performance, and unlock actionable insights for smarter decisions.

Sharing

Learn how to share dashboards with individuals or groups, control data visibility, and generate public links. Only dashboard owners can modify settings. Public links display all data accessible to the sharer.

Most Asked

Find answers to common questions about resetting passwords, resolving doubled targets or actuals, creating hierarchies or groups, sharing dashboards, and security measures.

FAQ

Find answers to common questions like resetting passwords, fixing doubled targets, creating hierarchies, sharing dashboards, and understanding security measures. Hosted on Microsoft Azure, SimpleKPI ensures data security and compliance with PCI DSS standards.

Creating Reports

Learn how to create, customize, and save reports. Select KPIs, set date ranges, and compare data. Export reports to PDF or Excel, and share them with users or groups. Control data visibility with the restrict data option.

Settings

Learn how to set up and customize your dashboards on SimpleKPI. Includes steps for naming, layout selection, background color, and theme toggling. Also covers switching between dropdown and tab layouts for multiple dashboards.

Presentation

Full Screen Mode and Slide Show for Dashboards: Learn how to use full screen mode and slide show controls in your dashboard. Switch to full screen to hide navigation panels, and use slide show to auto-rotate between dashboards with adjustable timing.

Setting up your account

Learn how to set up your SimpleKPI account, add KPIs manually or via spreadsheet, input data, create dashboards, and manage users. This guide provides step-by-step instructions to help you get started quickly and efficiently.

RAG

Learn how to set up RED, AMBER, and GREEN (RAG) indicators for KPIs. Define ranges for each color to monitor performance. Indicators appear in reports and dashboards as colored circles next to KPI values.

Charts

Learn how to add and customize dashboard charts in SimpleKPI. Steps include selecting KPIs, setting date ranges, and using the options menu to tailor views. Features include user and group filters, graph types, and display settings.