Creating a Dashboard

Creating a dashboard on Akaunting is simple and easy. You can easily manage and switch between multiple dashboards.

Creating a dashboard:

• Click New Dashboard at the top right corner of the default Dashboard
• On the New Dashboard Page, enter a name for the dashboard
• Check the checkbox next to the user you want to grant dashboard access to.
• Then, Save. (You’ll be redirected to the Dashboards list page).

Switching Dashboards

• On the default Akaunting Dashboard, you can see all created dashboards in Tabs.
• Click a Dashboard to Switch.

Yoıu can also Switch Dashboards by:

• Click the three vertical dots at the top to open menu options.
• Select Manage Dashboards
• On the Dashboards list page, hover on a dashboard and select Switch from the hover options.
• You will be redirected to the selected Dashboard.

You can customize your dashboards by adding or deleting widgets.

Managing the dashboard

You can add and manage multiple dashboards.

• Click the three dots at the top of the default Dashboard to reveal a dropdown menu.

• Select Manage Dashboards
• On the Manage dashboards page, you can Switch, Edit or Delete a dashboard by hovering over it to reveal options.
• Also, you can add a new dashboard by clicking New Dashboard in the top right corner.