Dashboards

2 years ago
alex
3 minutes

Dashboards in Prokuria help you stay organized by allowing you to view key reports, grids and custom text—all in one place.

You can create multiple dashboards, customize their layout and even share them with your team. Whether you’re tracking supplier activity, project statuses or custom metrics, dashboards simplify your workflow.

1️⃣ Create a New Dashboard

Follow these steps to get started:

1.Hover over “Dashboard” in the top menu.

2.Click “+ Add dashboard”.

3.Fill in the Name and the Teams that can access the reports (this is a required field). Optionally, add a short Description.

4. Click “Save” to create the dashboard.

🎯 Tip: You can set the dashboard as your homepage so it loads first when logging in to Prokuria.

2️⃣ Add Sections & Widgets

Each dashboard is made up of Sections and Widgets:

  • Section: A visual container. Think of it as a row in your dashboard.
  • Widget: The content you place inside the section—either data views, reports, or text.

➕ Add a Section:

  • A section is automatically created when you start.
  • You can add more sections later for better organization.

➕ Add a Widget:

  1. Click + Add Widget or use the gear icon on the section
  2. Enter the Name of your widget
  3. Choose the width (Prokuria grids use a 12-column layout)
  4. Select the widget type:
    • View Widget – Pull data from an existing system view (e.g. Active Events)
      • ⚠️ Must be a system-defined view to appear in the dropdown
      • Optional: enable filters or headers
    • Text Widget – Add formatted text (e.g. headers, instructions, or visuals)
    • Report Widget – Display an existing report from your account
  5. Click Save

3️⃣ Customize Your Dashboard

🔁 Move widgets

  • To rearrange sections, click the gear icon and select Move up or Move down
  • To move a widget: Click the ⋮ three-dot menu on the widget and choose “Move left” or “Move right”.

🧹 Delete a section or widget

  • Use the same menu options to remove widgets or entire sections

🧭 Edit a widget

  • You can change the entity, view, or display settings anytime

📤 Export your dashboard

  • Dashboards can be exported as images or for sharing

4️⃣ Best Practices

  • Use separate sections for views, reports, and texts
  • Group similar widgets together for easier navigation
  • Adjust widget width for better alignment and readability
  • Use naming conventions to keep dashboards clean (e.g. “Active Projects Q2”)

📩 Need Help?
Reach out to us at support@prokuria.com – We’re happy to assist you!