Reporting
Dashboards
Within TradeMemoir, the dashboard functionality makes it easy to visualize the performance of your trades. With an extensive selection of widgets, you can create dashboards tailored to your preferences.
This page provides information on how to manage your dashboards.
Dashboards Overview
To access your dashboards, navigate to the "Dashboards" section in the side menu. This will open the Dashboards overview page.
On this page, dashboards can be added, viewed, adjusted, or removed. Additionally, a home dashboard can be set up and accessed by selecting the "Home" section in the side menu.
Add New Dashboard
To add a new dashboard, navigate to the dashboards overview page. On this page, click the 'Add Dashboard' button.
A form will open with the following fields:
| Fields | Explanation |
|---|---|
| Name | The name you want to give to this dashboard. |
After pressing the "Add Dashboard" button, your dashboard will be saved and accessible from the dashboards overview page.
Dashboard limits
The number of dashboards you can create depends on your subscription type. The BASIC subscription allows one dashboard, while the PRO subscription allows unlimited dashboards.
Set Dashboard as Homepage Dashboard
Within TradeMemoir, you can set a specific dashboard as your home dashboard. When you access TradeMemoir, this dashboard will appear on the homepage, allowing you to quickly view the performance of your trades through your favorite widgets.
To set a specific dashboard as your home dashboard, go to the dashboards overview page.
Click the House icon next to the dashboard you want to designate as your home dashboard. The selected dashboard will now be set as your home dashboard.
View a Dashboard
To view a specific dashboard, first navigate to the dashboards overview page. On this page, click the "View" button next to the dashboard you want to open. This will display the selected dashboard.
On this page, you can view all your configured widgets. Using the timerange toggle at the top, you can select the time range for which you want to see data in the widgets.
Additionally, widgets can be added, adjusted, or removed on this page. See the Widgets documentation for more information.
Rename a Dashboard
To rename a specific dashboard, first navigate to the dashboards overview page. On this page, click the "Rename" button next to the dashboard. This will open a form where you can enter the new name.
Remove a Dashboard
To remove a specific dashboard, first navigate to the dashboards overview page. On this page, click the "Remove" button next to the dashboard you want to delete. A confirmation modal will appear. After confirming, the dashboard will be deleted.