Setting up My Dashboards

Use the My Dashboards feature in Cubiko to create multiple custom dashboards and download our free templates

Use the My Dashboards feature in Cubiko to create custom dashboards. Here, you have the freedom to design multiple dashboards with custom labels and effortlessly include the metrics you need! You can edit, duplicate and share your dashboards.

You can navigate to the My Dashboards page either from the sidebar by clicking on the My Dashboards menu title or from the cabinet drop-down menu at the top right-hand side of the page and choosing My Dashboards from the list. 

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The sections included in this article relating to the My Dashboards page are: 

• Create a new My Dashboards
• Add and remove metrics to My Dashboards
• Edit, change category, duplicate, share and delete My Dashboards 
• Using filters on Dashboards
• My Dashboards TEMPLATES

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How to create a new dashboard

Use the +Create new dashboard button in the top right-hand corner of the My Dashboards page to start creating your custom dashboards. 

You can then add a custom dashboard name (required), sort into a category (optional), and a description (optional) for this dashboard. For instance, if you're designing a dashboard to share with specific team members in your practice, you can include instructions on how to effectively utilise this dashboard in your description.

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How to add and remove metrics to dashboards

You can effortlessly include metrics to the dashboards created by clicking on the icon  with three dots on the right-hand side of the relevant metric within Cubiko and selecting +Add to dashboard:

 

Once you have selected +Add to dashboard you can choose which dashboard you would like to add this metric into. You can also create a new dashboard from here too and also add/create a category for that dashboard. 

The My Dashboards page will now display all the metrics that have been added to the page. 

Once in the dashboard, you will be able to arrange the metrics on this page by using the left and right arrows to move the metric one space to the left or right. 

To remove a metric from a dashboard select the three dots on the top right-hand corner of the metric and select "Remove from dashboard".

You can also add any metric from your dashboard to other dashboards you create by selecting "Add to dashboard":

 

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How to edit, change category, duplicate, share and delete dashboards 

Please be aware that dashboards can only be viewed by their creator unless shared using the appropriate sharing method outlined below.

All dashboards have the option to:

• Edit dashboard
• Change category
• Duplicate dashboard
• Share dashboard
• Delete dashboard

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Edit a dashboard

Selecting Edit dashboard from the actions drop-down menu will allow you to rename the dashboard and edit/add the description at any time. This is useful if you would like to add it to a category, or add text into the dashboard info. 

 

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Change category

A category is similar to a folder where you can store multiple dashboards within the one category. 

To change the category that a dashboard is stored in: 

Click on Change Category > Select a dashboard from your dropdown, or type in Category to create a new one. 

Select the category from one of your saved categories, or create a new category.

To change the name of a category:

Go to Dashboards page > Find the category > Use the pencil to edit or delete the category all together: 

 

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Duplicate dashboard

Selecting Duplicate dashboard from the actions drop-down menu will allow you to duplicate this dashboard. This feature is particularly useful when you need to create multiple versions or variations of certain dashboards, as it provides you with a starting point that you can subsequently modify to suit your needs.

At this point, you will be prompted to provide a name for your duplicate dashboard:

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Share dashboard

You can share any dashboard template! 

By Selecting Share dashboard from the drop-down menu a link will be created that you can copy and share with anyone. 

Once the person receives the shared link and clicks on it; it will prompt that user to log into Cubiko (if they aren't already) and will save a copy of that dashboard into their Cubiko. It creates a copy of the dashboard sent and is not linked in any way back to the original dashboard created. 

Any changes made to the dashboard saved in each user's Cubiko login will not affect any other user. 

If the original creator of the dashboard makes changes and would like those they shared the link with to have the updated changes, they will need to send the Share dashboard link again to those users, so they can import a copy of the updated dashboard into their Cubiko (this will create a second dashboard, not override the existing dashboard shared). 

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Delete

Simply select Delete from the same drop-down menu to delete a dashboard:

A second prompt will appear to ensure you want to delete the dashboard:

 

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Using filters on Dashboards

The metrics in Cubiko can use different filter types depending on the data presented in the metric.

Use the 'eye' icon to more easily identify which filters apply to which metrics. When the ‘eye’ icon is clicked, the filters in the sidebar will change to only display the related filters. Also, when the 'eye' is selected on the metric itself, the filters applied to that metric will be shown. 

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My Dashboards templates

Find Cubiko's key My Dashboards templates to your My Dashboards to help you get started here: My Dashboards templates.

After following the link please select Save a copy to My Dashboards.

Once saved you can edit, categorise, duplicate, and share the provided templates. 

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