A personal dashboard is a screen only you can see — the handful of figures you check most, kept together and apart from the views your team shares. You build it the same way as any page in Pyron: add widgets to a tab and arrange them to suit how you work.
New personal page
A personal dashboard is a personal page: a page only you can open, holding the widgets you want. You create one the same way you create any page, then set it to be personal rather than shared.
- Start creating a new page.
- Choose to make the page personal, so it stays private to you.
- Enter a name, and optionally pick an icon so it stands out in your navigation.
- Confirm to create it. Pyron opens the page so you can start adding widgets.
Being able to create personal pages depends on your role. If you do not see a way to add one, ask your administrator. See roles and permissions.
Adding widgets
A page is divided into tabs, and each tab holds widgets — the tables, charts and tiles that show your information. A new personal page starts empty, so your first task is to add the widgets you want to see.
Add a widget to the tab, then pick the kind that fits what you want to show:
- A table lists entries in rows and columns, with columns you can sort, filter and search.
- A chart summarises entries as a graph, such as a count over time or a breakdown by category.
- A metric tile shows a single headline number, such as a total or an average.
- A form lets you capture a new entry straight from the page.
- A canvas gives you a freer layout for richer, mixed content.
To place one:
- Open the tab where you want the widget.
- Choose to add a widget, then pick a kind.
- Set up what it shows — for a table or chart, which entries and columns; for a tile, which figure.
- The widget appears on the tab, ready to move and resize.
Every widget reads live data, so its figures stay in step with the entries behind them and change as those entries change. A widget only counts the entries you are allowed to see, so what it shows follows the same access as the rest of the app — see access and sharing.
Arranging the grid
Widgets sit on a grid, and you arrange them to build the layout you want. Drag a widget by its body to move it, and drag an edge or corner to resize it; the widgets around it shift to make room. Put the figures you check first at the top, and give a busy table more room than a single tile.
A tab can hold several widgets side by side. When one screen has more than fits comfortably, add a second tab — keep a summary on one and a detailed table on another — so each stays readable. For how tabs and widgets fit together, see pages, tabs and widgets.
Because the page is personal, your changes are kept for you as you build, with no separate step to publish them — no one else sees the page. If you later want others to read the same figures, build a shared dashboard instead: a personal page stays with you and cannot be handed to your team.