How to Use WPS Data Dashboard on macOS

Use WPS Data Dashboard with 4 how-to topics in the Smart Form editor; 4 are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Data Dashboard entry

Entry path: Form Editor → Attendance → Data Dashboard

1. Open the Smart Form editing page.
2. Select the Attendance module in the left navigation area.
3. Find the Data Dashboard option.
4. Click it to prepare for editing.

Success Criteria

• Interface result: You can see both the Attendance module and the Data Dashboard entry.
• Next action available: You can continue to the dashboard editing area.

Tips While Using

• Common mistake: If you are not in the Smart Form editor, the related entry may not appear.
• Environment note: Editing permission for the form is required.

2. Enter the Data Dashboard editing area

Entry path: Form Editor → Attendance → Data Dashboard

1. In the Attendance module, click Data Dashboard.
2. Wait for the settings panel or pop-up area to finish loading.
3. Follow the on-screen prompts to enter editing mode.

Success Criteria

• Interface result: A settings panel related to Data Dashboard appears.
• Next action available: You can adjust settings or continue to preview.

Tips While Using

• Common mistake: Switching away too quickly after clicking may interrupt loading.
• Environment note: Online form configuration usually works better with a stable network connection.

3. Preview the Data Dashboard result

Entry path: Data Dashboard settings panel

1. Adjust the settings you need in the panel.
2. Use the preview option in the interface to check the display result.
3. Confirm that the key display content matches your expectation.

Success Criteria

• Interface result: You can see the display effect for the current configuration.
• Next action available: You can continue to save after confirmation.

Tips While Using

• Common mistake: Saving directly without checking the preview result.
• Environment note: The preview may reflect the current response data status.

4. Save the Data Dashboard configuration

Entry path: Data Dashboard settings panel → Confirm / Save

1. Review the settings again after making changes.
2. Click Confirm to complete the action.
3. If the interface also provides a Save button, click it to save the current configuration.

Success Criteria

• Interface result: The settings panel closes or shows a saved state.
• Next action available: When you open it again, the saved configuration is still there.

Tips While Using

• Common mistake: Changing settings without clicking Confirm or Save.
• Environment note: Some display effects may appear fully after the related form flow is published or used.