Create a Dashboard – Ordway Support Portal

You can create dashboards to monitor specific metrics.

The Add Visualization to Dashboard page allows users to select reports or visualizations and add them as widgets.

Steps

Click ADD to Create a New Dashboard. The Create Dashboard dialog box is displayed.
Enter a Dashboard name and Description in the respective boxes.
Click CREATE to create a dashboard layout. The Add Visualization to Dashboard dialog box is displayed.

Add Visualizations

This page acts as a visualization library where users can browse available analytics reports. You can search, filter, and select visualizations before adding them to the dashboard canvas.

Search Visualizations

The Search visualizations field allows users to quickly locate a report or visualization.

Steps

Enter a keyword in the search field.
Matching visualizations appear in the results grid.
Example: revenue

This helps you to find specific analytics reports quickly.

Visualization Categories

Visualizations are organized into categories.

Category	Description
All	Displays all available visualizations
All Custom Reports	Shows all custom-created reports
My Reports	Displays reports created by the current user
Shared With Me	Shows reports shared by other users
Account Balance	Displays reports related to account balances
Aging	Displays accounts receivable aging reports
ARR & MRR	Shows analytics related to recurring revenue
Invoice & Payments	Displays invoice and payment analytics

Selecting a category filters the visualizations shown.

Visualization Cards

Each visualization appears as a card in the results grid.

A visualization card typically includes:

Visualization name
Short description
Preview icon
Selection checkbox

Select Visualizations

You can select visualizations to add to the dashboard.

Steps

Click the checkbox on the visualization card.
Select one or multiple visualizations.
Click ADD TO DASHBOARD.

The selected visualizations will be added as widgets to the dashboard layout.

Add to Dashboard

The Add to Dashboard button appears at the bottom of the page. It adds the selected visualizations to the dashboard.

Once added:

Each visualization appears as a widget.
Widgets can be resized or repositioned in the dashboard editor.