Overview

Workspace in Meritto provides a centralized hub where you can manage and access all your dashboards, ensuring that key data insights are available in one place. It streamlines your workflow by allowing seamless monitoring of key metrics and performance indicators. Additionally, the Workspace allows you to create new dashboards and manage data visualizations efficiently.

Core Functionalities

Centralized Dashboard Management

• Access and manage all dashboards from a single interface.

• Quickly monitor critical data insights without navigating multiple pages.

Create New Dashboards

• Easily create and customize dashboards to suit your reporting needs.

• Assign dashboards to relevant users or teams for better collaboration.

Add Reports to Dashboards

• Add reports to existing dashboards for quick visualization and analysis.

• Select the desired reports and integrate them with relevant dashboards effortlessly.

How to Create a Dashboard in the Workspace?

1. Access the Workspace

• Navigate to Reports & Analytics > Workspace from the left-hand menu.

2. Create a New Dashboard

1. Click on the "Create" button located at the top-right corner of the page.

2. A pop-up window will appear prompting you to:

• Name the Dashboard: Provide a suitable name for easy identification.

• Add a Description: Briefly describe the dashboard’s purpose.

• Assign Users/Teams: Select the users or teams who can access the dashboard.

3. After filling in the required details, click "Create Workspace" to finalize.

How to Add a Report to the Dashboard?

1. Access Report Builder

• Navigate to Reports & Analytics > Report Builder from the left-hand menu.

2. Add Report to Dashboard

1. Hover over the right edge of the report bar until three dots appear.

2. Click on the three dots to reveal a menu with additional options.

3. Select "Add to Dashboard" from the menu.

3. Choose the Desired Dashboard

1. A pop-up window will appear, allowing you to select the dashboard where you want to add the report.

2. Select the desired dashboard and click "Confirm" to add the report.

Conclusion

Workspace in Meritto enhances data management by offering a centralized platform to access, manage, and customize dashboards efficiently. It allows you to create new dashboards, add reports effortlessly, and assign them to relevant users or teams, ensuring that key insights are always available at your fingertips.