Creating a Dashboard

Creating a dashboard on Akaunting is simple and easy. You can easily manage and switch between multiple dashboards.

**Creating a dashboard:**

- * Click New Dashboard at the top right corner of the default Dashboard


- * On the New Dashboard Page, enter a name for the dashboard


- * Check the checkbox next to the user you want to grant dashboard access to.


- * Then, Save. (You’ll be redirected to the Dashboards list page).

**Switching Dashboards**

- * On the default Akaunting Dashboard, you can see all created dashboards in Tabs.


- * Click a Dashboard to Switch.

Yoıu can also Switch Dashboards by:


- * Click the three vertical dots at the top to open menu options.


- * Select Manage Dashboards


- * On the Dashboards list page, hover on a dashboard and select Switch from the hover options.


- * You will be redirected to the selected Dashboard.

You can customize your dashboards by adding or deleting widgets.

**Managing the dashboard**

You can add and manage multiple dashboards.


- * Click the three dots at the top of the default Dashboard to reveal a dropdown menu.




- * Select Manage Dashboards


- * On the Manage dashboards page, you can Switch, Edit or Delete a dashboard by hovering over it to reveal options.


- * Also, you can add a new dashboard by clicking New Dashboard in the top right corner.

Updated on: 23/03/2025