How to Use WPS Data Dashboard on Windows

Use Data Dashboard through 4 how-to topics, all available without membership; start from the How-to Index to jump to the task you need.

How-to Index

How-to Guide

1. Open the Data Dashboard entry

Entry path: Form Editor → Attendance → Data Dashboard

1. Open the Smart Form that you want to edit.
2. Enter the form editing screen.
3. Select Attendance in the left navigation area.
4. Find Data Dashboard and open it.

Success Criteria

• Interface result: You enter the Data Dashboard editing area or configuration panel.
• Next action available: You can continue to set parameters or review the current setup.

Tips While Using

• Common mistake: If you are not in the form editing screen, the Attendance module may not appear.
• Environment note: You need edit permission for the target form.

2. Set Data Dashboard parameters

Entry path: Data Dashboard configuration panel

1. Review the available settings in the Data Dashboard editing area.
2. Set the related parameters based on the on-screen options.
3. Check whether the settings match the display needs of the current attendance activity.

Success Criteria

• Interface result: The parameters in the configuration panel have been adjusted.
• Next action available: You can move on to previewing or saving.

Tips While Using

• Common mistake: Skipping a final review after editing parameters may affect the display result.
• Environment note: Keep your network connection stable during online configuration.

3. Preview the Data Dashboard

Entry path: Preview area in the Data Dashboard panel

1. After setting the parameters, review the current preview.
2. Check whether the display is clear for the actual usage scenario.
3. If needed, go back and adjust the parameters again.

Success Criteria

• Interface result: You can see the display effect for the current configuration.
• Next action available: You can save directly after confirming the preview.

Tips While Using

• Common mistake: Saving without previewing may leave the display different from what you expected.

4. Save the Data Dashboard configuration

Entry path: Data Dashboard panel → OK / Save

1. After confirming the preview, click OK to complete the action.
2. If the interface shows a save button, follow the page prompt to save.
3. Return to the form editing flow and continue with later setup or publishing steps.

Success Criteria

• Interface result: The configuration is submitted and the current settings are kept.
• Next action available: You can continue editing attendance content or move to publishing.

Tips While Using

• Common mistake: Closing the page before clicking OK or Save.
• Environment note: Some changes may only appear to respondents after the updated form is published.