# Edit a NexWave Dashboard

## Before you start

In NexWave, a dashboard is a **Workspace**: the page you land on when you click a module in the sidebar (for example Selling or Stock). 


**You will need:**

* The **Workspace Manager** role to edit public workspaces. Without it you can only edit your own private workspaces.
* The exact name of the report, page or document type you want to link to.


**To enter edit mode:**


1. Open the workspace you want to change from the sidebar.
2. Click **Edit** in the top-right corner. The page switches to block mode and each section shows a small toolbar when you hover over it.
3. To add something new, hover where you want it and click the **+** that appears, or use **Add Block**, then choose the block type.

Nothing is saved until you click **Save**, so it is safe to experiment and use **Discard** if it goes wrong.


## Adding a shortcut


Shortcuts are the coloured tiles near the top of a workspace. Use them for the few things people open every day.


1. In edit mode, click **+** and choose **Shortcut**.
2. Set **Type** to one of: DocType, Report, Page, URL or Dashboard.
3. In **Link To**, pick the item, for example `Sales Invoice` or `Stock Balance`.
4. Enter a **Label**. This is the text people see on the tile.
5. Optional, for DocType shortcuts:
   * **Show count** with **Format** (for example `{} Open`) displays a live number on the tile.
   * **Stats filter** limits the count, for example only Draft invoices.
   * **Color** sets the tile colour.
6. Click **Add**, then **Save** on the workspace.

 ![](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzLzkwMjZmYTA0LWQwMzktNDhiOS1iOTZjLTIwZWM2ZWJmOTgwOC81ZGZkZjFmOS03M2Y0LTQ3MTctODc3MS01NmFiODJlMjEyMDQvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjE4MDAsImV4cCI6MTc5MjcwODIwMH0.bJ6WVR1Xt2b-Dw4u8FzdOL98apAREnU5D6CxltBMzIQ " =571x301")


**Tip:** a DocType shortcut opens the list view. To open a new form instead, link to the list and let people click **+ Add**.


## Adding a card with links


Cards are the boxes of grouped links lower on the page, such as "Reports" or "Masters". One card can hold links to DocTypes, Reports and Pages together.


1. In edit mode, click **+** and choose **Card**.
2. Enter a **Card Label**, for example `Pricing`.
3. In the **Card Links** table, add one row per link:

| Field | What to enter |
|-------|---------------|
| Label | Text shown on the link, e.g. `Item Prices` |
| Link Type | `DocType`, `Report` or `Page` |
| Link To | The exact item, e.g. `Item Price`, `Stock Ledger`, `point-of-sale` |
| Is Query Report | Tick for script or query reports (most standard ERPNext reports). Leave unticked for Report Builder reports |
| Dependencies | Optional. DocTypes that must have records before the link becomes active |
| Only For | Optional. Country restriction, normally left blank |


4. Click **Add**, then **Save** on the workspace.

 ![](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzLzkwMjZmYTA0LWQwMzktNDhiOS1iOTZjLTIwZWM2ZWJmOTgwOC8wOTc3ZmMzMy1iNDMxLTRkNjQtYWNhYi0wM2RmNmJiZjUyMzgvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjE4MDAsImV4cCI6MTc5MjcwODIwMH0.1FGrasfbOM_zKXTkCrRQTWDypd7b1wp41Fmm1ZqxJjI " =652x1412")

**To edit an existing card:** hover over it, click the **settings (gear) icon**, change or add rows, then save.


**Which Link Type to pick:**

* **DocType** opens a list of records, e.g. Customer, Item Price.
* **Report** opens a saved or standard report, e.g. Accounts Receivable.
* **Page** opens a system page that is neither a list nor a report, e.g. Point of Sale or a custom page.


## Adding a report


A workspace can't display a full report table inline. There are three ways to put a report on it, depending on how prominent it should be.

| Option | Best for | How |
|--------|----------|-----|
| Shortcut tile | Reports used daily | Add a Shortcut with **Type** = `Report` (see Adding a shortcut) |
| Card link | Grouping several reports | Add a row to a card with **Link Type** = `Report` (see Adding a card) |
| Chart  | Showing the report's numbers at a glance | Build a Dashboard Chart from the report, then add a Chart block |


**To add a report as a chart:**


1. Go to **Dashboard Chart** list and click **+ Add**.
2. Set **Chart Source** to `Report` and pick the **Report Name**.
3. Set any report filters, then choose the **X Field** and **Y Axis** fields to plot.
4. Pick the **Chart Type** (bar, line, pie, etc.), tick **Is Public** if others should see it, and save.
5. Back on the workspace, in edit mode click **+**, choose **Chart**, select the chart you made, then **Save**.

 ![](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzLzkwMjZmYTA0LWQwMzktNDhiOS1iOTZjLTIwZWM2ZWJmOTgwOC9iMmEyYzEwOS03YTE5LTRmYTYtOGRmNS1mZTUxOWZlZWUxY2MvaW1hZ2UucG5nIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjE4MDAsImV4cCI6MTc5MjcwODIwMH0.S50BW-HMHisr1CWquqYHJWx9cSKcxqigkh7dhiLHtag " =553x294")

**Tip:** if the report doesn't appear in the dropdown, check the exact name in the Report list and that the user has permission to it.


## Saving, reordering and troubleshooting


**Save:** click **Save** in the top-right. Refresh the page (Ctrl+Shift+R) if changes don't show straight away.

**Reorder or resize:** in edit mode, drag a block by its handle to move it. Use the width option in the block toolbar to make it full, half or third width.

**Remove:** hover over the block and click the **delete (bin) icon**. This only removes it from the workspace, not the underlying report or records.

| Problem | Likely cause |
|---------|--------------|
| No **Edit** button | Missing Workspace Manager role, or the workspace is a standard one locked to developer mode |
| Link shows greyed out | A **Dependencies** DocType has no records yet |
| Link opens an error | Wrong **Link Type**, or **Is Query Report** ticked or unticked incorrectly |
| Others can't see changes | Edited a private copy instead of the public workspace, or users lack permission to the linked item |
| Changes vanished after an update | Standard workspaces can be overwritten on upgrade. Duplicate it into a custom workspace and edit that instead |