Resources  → Tutorials  → Getting Started  → Get started with dashboards

Dashboards: Get started with dashboards

First, you will want to make sure you have an add-on installed. Navigate to "Add-ons", select the appropriate add-on and click the add button for the add-on you are wanting to install. Follow the installation prompts, the add-on you select will be providing data in real time. Please read more on installing a specific add-on here.

Next you will want to create a "Connection", this is how you tell Savvy Reports what data you want to use and from which add-on it is coming. Create as many connections as you like as they will be used in your charts and graphs. More information on the type of connections and how to create them here.

Now you can create and name your dashboard, so go ahead and select your "Dashboards" button and "Create" your dashboard. Once created, you can "View" your dashboard and the charts you have added to it in the next step. You can share dashboards with users by using the "Settings" button on each dashboard. Adding users to dashboards is a great way to share your data, advisors could use this method to showcase a customers work. You can read more about adding a guest user to your organisation here. Once a user is a guest, they can be added by navigating to dashboards and clicking the settings button for the dashboard. Select the user from the dropdown menu and click save, they will now be able to view and edit the dashboard.

Once your dashboard has been created, you can then add graphs and charts to it. Select the "Create" button on the dashboard and follow the steps to create your chart. You will be asked for the connection you want to use at this stage.