Dashboards

Dashboards are the main screens users interact with in a High Systems application. A dashboard combines reports, forms, tiles, buttons, and other widgets into a single customizable layout. Every new table and application comes with a Default Dashboard, and you can build as many more as you need.

Building dashboards requires an application where your role has admin or limited admin access. If you don't have a table yet, start with the Tables guide.

Where dashboards live

There are two kinds of dashboards:

Table dashboards: belong to a single table and typically show that table's reports and records. Managed under Table Settings → User Interface → Dashboards, and viewed by clicking the table's name in the left navigation.
Application dashboards: belong to the application as a whole and can combine reports from any table. Managed under Application Settings → Structure & UI → Dashboards, and shown when a user opens the application.

Both lists let you view, edit, and duplicate dashboards, or click Add Dashboard to build a new one. Every new table ships with a Default Dashboard showing its "List All" report, which is the grid you see when you first open a table.

Building a dashboard

Click Add Dashboard (or the pencil on an existing dashboard) to open the dashboard builder. The builder has two tabs: Dashboard (the layout canvas) and Properties (dashboard-level settings).

Adding widgets

Drag items from the palette on the right onto the canvas:

Reports: the palette lists the table's reports (or the application's reports on an app dashboard). Drag a report onto the canvas to embed it: all report types work, from grids to charts and maps. Each report can appear only once per dashboard.
Tile: a KPI-style counter. Configure a table, an optional query, a field to summarize (count, sum, average, min, max, and more), plus an icon, label, alignment, color, and optional link.
Form: an embedded record form. Pick a table and one of its forms, with an optional query and sorting.
Button: a clickable button with a label, icon, color, and link, useful for navigation and calls to action.
Website: embed an external page in an iframe via its URL.
Rich Text: a block of formatted content, great for headings, instructions, or context at the top of a dashboard.
Section: a titled group with a configurable column count (12, 10, 8, 6, 4, or 2) to organise other widgets.
Tabs: a tabbed container for grouping widgets into multiple views within the same dashboard.

Arranging the layout

Widgets can be dragged to reposition and resized by dragging their edges. Like the form builder, the dashboard canvas supports Auto flow (widgets stack automatically) or Manual positioning. In Manual mode, use the Emulate Desktop, Emulate Tablet, and Emulate Mobile buttons to check how the layout adapts to each screen size.

Hover over any widget to reveal its controls: a cog to open Customize settings, or an X to remove it (with a confirmation).

Customizing widgets

Each widget type has its own settings in the Customize drawer:

Report: display as a panel, and choose whether the report appears in add, edit, and view modes. The report itself is chosen when you drag it onto the canvas.
Tile: icon, label, alignment, color, link, table, query, the field to summarize, and the summary function.
Form: table, form, query, and sorting.
Button: icon, label, alignment, color, and link.
Website: link and panel display.
Rich Text: the content itself, plus panel display.
Section and Tabs: headings, column counts, and per-mode display.

Dashboard properties

The Properties tab holds the dashboard-level settings:

Dashboard Name (required).
Display on Menu: adds the dashboard to the application's navigation menu builder.

Click Save to return to the Dashboards list.

Which dashboard is used

When a user opens an application or a table, High Systems picks a dashboard in this order:

Application landing: the role's default dashboard, if one is set; otherwise the application's Default Dashboard.
Table landing: the role's default dashboard for that table (if it isn't set to "Table Default"), otherwise the table's own default dashboard.

You can set a table's default dashboard in Table Settings → Properties (under UI Settings). Role defaults are set in Settings → Roles: the role's general Default Dashboard for the application landing, and a per-table Default Dashboard in each table's permissions row, where "Table Default" defers to the table's own setting. This lets different roles see different home screens.

Dashboards with Display on Menu enabled can also be added to the application's navigation via Application Settings → Menus.

Viewing a dashboard

Open a dashboard from the menu, from a table's name in the sidebar, or from the application's landing page. In view mode:

Report widgets render the full report inline, with its own search, filters, and a Full Report link to open it standalone.
Tile widgets display their summary value and link to their configured destination when clicked.
Button widgets navigate to their link.
Form widgets render a live form for adding or editing records.

Admins can jump straight into editing via Options → Customize Dashboard on the dashboard itself.