What this article covers: How to customise BrizoConsol's built-in dashboards and create your own — adjusting layouts, adding and removing widgets, configuring chart data and periods, and saving custom views.
BrizoConsol's built-in dashboards cover the most common reporting needs out of the box. When you need to focus on specific metrics or create a view for a particular audience, you can customise any dashboard or build one from scratch.
1. Opening the Dashboard Editor
1
Navigate to DashboardSelect Dashboard from the left navigation and open the dashboard you want to edit.
2
Click the Edit iconFound in the top-right corner of the dashboard. This opens the editor and enables drag-and-drop layout controls.
2. Adjusting the Layout
While in edit mode you can rearrange and resize any widget on the dashboard:
Action
How to do it
Move a widget
Click and drag the widget to a new position on the canvas
Resize a widget
Drag the bottom-right corner of the widget to make it larger or smaller
Save changes
Click Save to keep your layout changes
3. Adding & Removing Widgets
To add a widget:
1
Click Add WidgetAvailable in edit mode. This opens the widget picker.
2
Select a widget typeChoose from Profit & Loss Trends, Balance Sheet Overview, Cashflow Forecast, Custom Reports, KPIs, and more. The widget is added to the canvas and can be configured immediately.
To remove a widget:
Click the cross icon on the widget and select Remove. This removes it from the current dashboard only — it does not affect any underlying data or reports.
4. Configuring Widget Data & Periods
Each widget can be individually configured. Click the settings icon on any widget to access these options:
Setting
What it does
Data Source
Choose which section, accounts, or KPIs the widget displays
Period
Set the time frame — Last 6 Months, Last 12 Months, Last Year, or a custom date range
Widget Type
Switch between Chart, KPI Card, Table, Text, Predefined, or Report. Each type unlocks its own sub-settings below.
KPI Card style
Number shows the value alone; Number with line chart adds a sparkline trend beneath the value. Both read the same metric and data type.
Report type
Appears when Widget Type is Report. Choose Custom report to embed one of your row-based custom reports, or Cell report to embed a Cell Report workbook — the first sheet is shown on the dashboard; opening the card opens the full workbook.
Table source
Appears when Widget Type is Table. Pick from a grouped list of built-in table types — Profitability (Profit Analysis, P&L Summary, Margin Analysis, Key Ratios), Assets (Asset Composition, Asset Movement), Liabilities & Debt (Current Liabilities Composition, Liabilities Movement, Debt Summary, Top Liability Accounts), Top Revenue & Expenses (Revenue by Account, Expense by Account) — as well as any configured operational data or block tables.
Data Type
Shown for comparison-capable table sources. Choose the basis for the comparison column — movement, budget variance, prior year, and similar.
Top
Shown for ranked account breakdown tables (Revenue by Account, Expense by Account). Choose Top 5 or Top 10.
Columns
For table sources with a column catalogue (operational data tables and configured block tables), a checkbox list of available columns is shown. Select the columns to display; the row-label column is always shown and cannot be hidden.
View (Entity Scope)
For line, bar, area, and composed charts on a consolidating organisation, choose Consolidated (the default), All entities to plot one series per entity, or a single entity to show that entity's figures only. Entity breakdowns exclude group eliminations and NCI, so they do not add up to Consolidated.
💡 Tip: Widget-level period settings override the global reporting period at the top of the dashboard. Use this to show, for example, a 12-month trend chart alongside a current-month summary widget on the same dashboard.
5. Saving & Naming Dashboards
1
Click Save when done editingYour layout and widget configuration is saved and will be visible the next time you open the dashboard.
2
Name new dashboards clearlyIf you created a new dashboard, give it a descriptive name so it is easy to find in the navigation. Pin it using the star icon to surface it in the left nav on every login.
🌟 Tips for effective dashboards
- Focus each dashboard on a single audience or use case — one for management, one for the board, one for operations
- Use consistent chart types across a dashboard to make it easier to scan
- Schedule automated delivery of key dashboards as Insight Packages — see Scheduling Dashboards, Reports & Insight Packages