We’ve just merged a fully customizable Dashboard View for all DocTypes, which can be accessed from the list sidebar.
All existing Dashboard Charts based on the document type are displayed on the page. We’ve also introduced a new DocType Number Card, which can be added to the page too!
Any Dashboard Chart or Number Card added by a user is available to only that user by default. To
make it publicly available to all users on the system (with read permission for that document type),
is_public can be set for that card/chart.
The page can be customized by clicking on Customize on the top right corner. The customizations are saved at a user level.
Here’s an example of a customised Sales Invoice Dashboard:
Check out this page and please feel free to provide any feedback/report bugs regarding this feature here!
No matter what I do, I don’t get this thing in the sidebar. I can create a new Number Card, new chart, new Shortcut and everything, but this Dashboard view for a Doctype is just not showing up I suppose we could use a documentation. On latest develop
Hi @iMoshi. is this v12 or v13?
Of course v13. v12 will no longer receive new features, will only get bug fixes.
No probs. If you wanna test out the new features and get familiar with what’s coming, you can switch your branch to develop, or version-13-beta and roll. There are so many improvements to the UX for end users. Data makes sense now, real happy!
@iMoshi that’s strange, there’s no documentation really required, the dashboard link should show up on the list sidebar of all doctypes. Did you run
This is still not part of
version-13-beta. You need to be on
Looks really promising & cool. Will it auto refresh on load else you need to load each one of them manually which will be a turn-off for such a cool feature.
I have about 7 benches running, and even on latest develop I don’t get the option
this is very very good feature
@mujeerhashmi Yes it will refresh on load!
This is exactly the feature I contemplated the last days. Should have checked the forum first.
Next improvements could be:
- Enable filters, like for listview. For example, i’d like to view the Sales Invoice charts filtered by
customer = 'Customer Pvt. Ltd' and
currency = 'EUR' and
base_grand_total > 1000.
- Make charts navigable and apply the selected slice as a filter. For example, if I select the data point for 2019-07-31 in the “Outgoing Bills” chart, the other charts should only show data for this specific date.
- Something like Qlik’s “Associative Difference”.
This is something amazing.
Great work Devs.
Calls for celebration once V13 is released
Thank you, this will prove highly useful.
#3 is awesome. But pretty tough to get done, I guess.
This looks great. Got one question though… Do the Charts and Number Cards work according to user permissions? For example, let’s say User A has permission to view all Sales Invoices and User B can only view Sales Invoices created by him. Let’s also assume that total value of all invoices is $1,000,000 while total value of invoices created by User B is $100,000
If we have a Number Card that shows total value of all invoices with
is_public checked, will User A see $1,000,000 while User B sees $100,000?
Am on v13 beta and cannot see this dashboard from the list sidebar