In addition to the pre-defined dashboards, users with read & write access (configurable in Settings > Users & Groups) can create custom dashboards tailored to their specific needs. These custom dashboards provide flexibility in reporting and can include any data available on the platform, including custom fields for TPAs.

You can create custom dashboards by clicking on the dashboard name on the page title and selecting "+ New Dashboard" on the drop-down menu.

To learn how to create and customize your own charts and reports with examples and step-by-step instructions, go to Custom Dashboards and Reporting.

You can create multiple custom dashboards to suit different needs or departments (e.g., one for sales, one for operations).

All team members with read access can view shared dashboards. Users with write access can edit and create new dashboards.

You can easily switch between dashboards by selecting the dashboard name next to the page title at the top of the screen.

Dashboard access is managed through the Settings > Users & Groups section. Here, administrators can configure which users have read and write access to dashboards. This ensures that only authorized users can create, edit, or delete dashboards, while others can view the data.

The Dashboard section in the CX system is a powerful tool for visualizing key metrics, managing tasks, and tracking client engagement. Whether you're using a pre-defined dashboard or creating your own, dashboards allow you to gather insights from across the platform in one convenient location.

With the ability to customize dashboards and control access, you can ensure your team has the right data at their fingertips to make informed decisions and stay on top of their responsibilities.