This article explains how to create, customize, and manage your own Live Dashboards in Panorays.
🔍Creating a new Live Dashboard
Navigate to Dashboards and Reports → Live Dashboards.
Click Create Report in the top-right corner.
Choose Add Widget to start building your dashboard.
Select the widgets you want to add.
You can add multiple widgets to the same dashboard.
✅Available widgets
Live Dashboards include over 20 data visualization widgets, such as:
Approval Status Summary
Risk Rating Breakdown
Suppliers Added Over Time
Highest Risk Suppliers
And more
Widgets are designed to give you flexibility in how you visualize and analyze your data.
✏️Customizing your dashboard
After adding widgets, you can:
Rearrange widgets to control layout
Resize widgets to highlight key insights
Apply filters (Risk Rating, Business Impact, Segments, Tags, and Portfolios)
Review data using drill-down where supported
All changes are reflected immediately using live data.
Saving dashboards
Once your dashboard is ready:
Save it to Saved Views.
Your dashboard will be:
Stored on the platform
Updated daily with live data
Available for editing at any time
Saved dashboards appear under Saved Views in the Configured section.
✏️Editing an existing dashboard
To edit a saved dashboard:
Open the dashboard from Saved Views.
Make any changes to widgets, layout, or filters.
Save your updates to apply them.
Exporting Live Dashboards
All Live Dashboards — including saved dashboards — can be exported as PDF reports with a single click, making it easy to share insights internally or externally.