{"id":527,"date":"2023-04-06T13:58:57","date_gmt":"2023-04-06T10:58:57","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/the-user-interface\/managing-the-dashboard\/"},"modified":"2024-10-15T14:11:38","modified_gmt":"2024-10-15T11:11:38","slug":"creating-a-dashboard","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/the-user-interface\/creating-a-dashboard\/","title":{"rendered":"Creating a Dashboard"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Creating a dashboard on Akaunting is simple and easy. You can easily manage and switch between multiple dashboards.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Creating a dashboard:<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1690\" style=\"aspect-ratio: 2880 \/ 1690;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/15140044\/creating-a-dashboard.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click New Dashboard at the top right corner of the default Dashboard<\/li>\n\n\n\n<li>On the New Dashboard Page, enter a name for the dashboard<\/li>\n\n\n\n<li>Check the checkbox next to the user you want to grant dashboard access to.<\/li>\n\n\n\n<li>Then, <strong>Save.<\/strong> (<em>You&#8217;ll be redirected to the Dashboards list page<\/em>).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Switching Dashboards<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the default Akaunting Dashboard, you can see all created dashboards in Tabs.<\/li>\n\n\n\n<li>Click a Dashboard to Switch.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1690\" style=\"aspect-ratio: 2880 \/ 1690;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/15140634\/switching-dashboard.mp4\"><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Yo\u0131u can also Switch Dashboards by:<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the three vertical dots at the top to open menu options.<\/li>\n\n\n\n<li>Select <strong>Manage Dashboards<\/strong><\/li>\n\n\n\n<li>On the Dashboards list page, hover on a dashboard and select <strong>Switch<\/strong> from the hover options.<\/li>\n\n\n\n<li>You will be redirected to the selected Dashboard.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can customize your dashboards by adding or deleting widgets.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Managing the dashboard<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can add and manage multiple dashboards.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the three dots at the top of the default Dashboard to reveal a dropdown menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"369\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x369.png\" alt=\"managing dashboard\" class=\"wp-image-3086\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x369.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-300x108.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-768x277.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1536x554.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image.png 1980w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select<strong> Manage Dashboards<\/strong><\/li>\n\n\n\n<li>On the <strong>Manage dashboards<\/strong> page, you can <strong>Switch, Edit<\/strong> or <strong>Delete<\/strong> a dashboard by hovering over it to reveal options.<\/li>\n\n\n\n<li>Also, you can add a new dashboard by clicking <strong>New Dashboard <\/strong>in the top right corner.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Creating a dashboard on Akaunting is simple and easy. You can easily manage and switch between multiple dashboards. Creating a dashboard: Switching Dashboards Yo\u0131u can also Switch Dashboards by: You can customize your dashboards by adding or deleting widgets. Managing the dashboard You can add and manage multiple dashboards.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":518,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-527","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/527","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=527"}],"version-history":[{"count":5,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/527\/revisions"}],"predecessor-version":[{"id":3088,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/527\/revisions\/3088"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/518"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=527"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=527"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}