How to Use WPS Data Dashboard on Windows

This guide includes 4 how-to topics, and all 4 are available without membership; use the index below to jump to the task you need.

How-to Index

How-to Guide

1. Open the Data Dashboard entry

Entry path: Form editor → File Collection → Data Dashboard

1. Open the Smart Forms editing page.
2. Select File Collection in the left navigation area.
3. Find the Data Dashboard option.
4. Click it to enter the related editing panel.

Success Criteria

• Interface result: The Data Dashboard editing area or settings panel is open.
• What you can do next: You can continue to configure settings or review the next setup items.

Tips While Using

• Common mistake: If you do not enter the File Collection module first, the Data Dashboard entry may not be visible.
• Environment note: You need permission to edit the current Smart Form.

2. Configure Data Dashboard settings

Entry path: Data Dashboard settings panel

1. Review the available settings in the Data Dashboard panel.
2. Adjust the related options as needed.
3. Check whether the current setup matches your file collection scenario.

Success Criteria

• Interface result: The settings have been adjusted.
• What you can do next: You can continue to preview the result or move to the save step.

Tips While Using

• Common mistake: Leaving the panel before checking each setting may lead to extra review later.
• Environment note: A stable internet connection is recommended during online editing.

3. Preview the Data Dashboard result

Entry path: Preview flow in the Data Dashboard panel

1. After adjusting the settings, open the preview area or preview result.
2. Check whether the display matches your current use case.
3. If needed, go back and continue adjusting the settings.

Success Criteria

• Interface result: You can see the display result for the current configuration.
• What you can do next: You can move to the save step after confirming the result.

Tips While Using

• Common mistake: Saving before previewing may lead to another round of edits later.
• Environment note: If the page loads slowly, wait for the interface to refresh before checking the result.

4. Save the Data Dashboard configuration

Entry path: Data Dashboard panel → Confirm

1. Finish the settings adjustment and preview check.
2. Click Confirm to complete the current action.
3. Return to the editor and continue with the rest of the form setup.

Success Criteria

• Interface result: The current configuration has been confirmed.
• What you can do next: You can continue editing other parts of the form.

Tips While Using

• Common mistake: Confirming before checking the preview may affect the final display result.
• Environment note: If other users need to see the updated setup later, review the overall form configuration as well.