> ## Documentation Index > Fetch the complete documentation index at: https://docs.fieldiu.com/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard Each application includes a **Dashboard Screen** that helps you monitor all the records you need.\ By default, every application comes with a **main dashboard** .\ Additionally, you can create **custom dashboards** with your own panels. You can keep these dashboards private or choose to share them with other users. ### 1. Dashboard Main Screen ### 2. Dashboard Tool Panel In the main panel tools, you have a **dashboard selector** to choose between dashboards, a **Clone** button to duplicate an existing dashboard, and a **Create New** button to make a new one. ## Creating New Dashboard ### 3. Create Dashboard When you click the **Create New** button, a popup will appear prompting you to enter a name for the new dashboard. ### 4. New Dashboard Panels Once the new dashboard opens, you will see empty panels that you can edit to add charts or tables. > ### 💡 Control The Panels ### 5. Delete Panel Click the **X** button to delete a panel. ### 6. Move Panel You can move a panel by dragging it from its center to the desired area. ### 7. Resize the panel You can resize a panel by dragging it from one of its corners to the desired size. ### 8. Edit Panel You can edit a panel by clicking the **Edit** button located in the top-right corner. ## Panel Settings ### 9. Main Settings When editing a panel, you can configure the following settings: * **Entity** : Select the data source (entity) from which you want to retrieve data. * **Panel Name** : Specify a name for the panel component. * **Use Existing Component** : Choose whether to use an existing built-in component from the system. You can then modify it as needed. ### 10. Chart Style In this section, you can choose the style of chart to display your data. Available chart types include: * **Summary Chart** : Displays total values and count numbers. * **Bar Chart** * **Pie Chart** * **Area Chart** * **Arc Gauge Chart** * **Table** * **Map** : *Note that data is not displayed in edit mode.* > ### 💡 Example > > Let’s walk through an example: **Displaying payments made today, categorized by payment type** . Here’s how you can set it up: ### 11. Select The Entity ### 12. Naming the Component ### 13. Select Chart ### 14. Select Value Field Click On Add ### 15. Select Field ### 16. Select the Operation ### 17. Update It is important to update the **Value Fields** section. ### 18. Select Your Colors ### 19. Select Grouping > ### 💡 What Happening Here ? > > In the **Grouping Section** , you need to select how the data will be grouped. In our example, we choose the **Payment Amount** as the value field and set the operation to **Sum** since we want to sum the total payment amounts.\ > For grouping, we select **Payment Method** to categorize the payments based on their method. ### 20. Entire The Filter Select the Filter base Field ### 21. Select the operator ### 22. Click on Save ### 23. The Result ## Bar Chart ### 24. Bar Chart Setup Let's create an example for the bar chart.\ we'll set up the data to sum 'Total Amounts' and 'Paid Amounts' as bars for the current year.\ We have selected the entity, named the component, and chosen the Bar Chart. ### 25. Vertical Or Horizontal You can choose whether the bars are vertical or horizontal. ### 26. Value Fields I have set up the value fields according to my needs. In this example, I want the sum of 'Total Amount' as one bar and the sum of 'Paid Amounts' as another bar. ### 27. Grouping As we can see, the grouping settings for the bar chart are different. We have options for sorting and direction. Additionally, since the grouping field contains a date, a frequency selector is also available. ### 28. Limit Results The 'Limit Results' checkbox allows us to restrict the number of results displayed. However, we will not use it in this example. ### 29. Setting the Filleter ### 30. Result ## Summury > ### 💡 Example > > We will create a panel for open invoices. ### 31. Summary Setup Let's configure the main settings. ### 32. Value Fields I will select the value field as a count, since I want to count all the invoices. It's best to use the 'ID' field for this purpose. ### 33. Add your filters ### 34. Resault ## Area Chart ### 35. Area Chart ### 36. Result ## Arc Gauge Chart ### 37. Arc Gauge Chart Setup **In the Arc Gauge Chart, we have different setup options:** 1. **Actual Value vs. Percentage Value**\ Choose whether the value is a number or a percentage. 2. **Gauge Stages**\ Configure the stage values for the gauge. By default, 0 and 100 are defined. 3. **Value Field**\ Select the field you want to calculate and display in the gauge. ### 38. Range Setup This section allows you to define the value ranges for the chart. ### 39. Add your Filter ### 40. Result ## Table > ### ⚠️ You need to create the table view using Advanced Find. ### 41. Table Setup To set up the table, simply select the entity and choose the view you created in Advanced Find. ### 42. Result ## Maps > ### ⚠️ This Work On Entity that Have Coordinates Fields Only ### 43. Map Setup Select the entity that contains coordinates.\ Insert the Longitude and Latitude fields into their respective selectors.\ Choose whether you want a Point Map or a Heat Map.\ Finally, select your filters. > ### 💡 All charts are interactive > > You can click on any chart to view its corresponding results in a table format. ### 44. Save The Dashboard ### 45. Your Dashboard Option Once you save your dashboard, you will have the following options: * **Edit Dashboard Name** * **Edit the Dashboard** * **Clone the Dashboard** * **Delete the Dashboard** * **Share the Dashboard** �����������������������