Reports in Kizen | Kizen Basics

Overview

Dashboards provide a visual way to monitor activity, performance, and operational data in Kizen. By combining charts, tables, and Activity views into a single workspace, Dashboards allow teams to track important information without navigating through multiple Records or pages.

In this walkthrough, you will build a Dashboard for Flywheel Adventure Park that displays scheduled Activities and guest information. You will create a Dashboard, add dashlets, and configure views that help park staff track upcoming guest events, monitor reservations, and quickly view customer data established in previous tutorials.

Why This Matters

Dashboards help organizations turn operational data into actionable insight. Using Dashboards allows teams to:

• Monitor scheduled Activities and upcoming work

• Track Record data such as Contacts, reservations, and guest information

• Identify operational issues quickly

• Share a common view of key business metrics across teams

• Reduce time spent navigating between individual Records

For Flywheel Adventure Park, the Dashboard ensures staff can easily monitor upcoming guest Activities and quickly access related Contact information. Instead of manually reviewing individual Records, the team can see operational status in one place.

Before You Begin

To build a Dashboard, you must:

• Be an Admin or Technical Builder with Dashboard creation permissions

• Have completed:

  • Create Your First Contact Record

  • Create Your First Object

  • Create Your First Record

  • Create Your First Workflow Object

  • Schedule Your First Activity

  • Log Your First Activity

• You should already have:

  • Contact Records for Marcus, Elena, Sofia, and Caleb

  • Ticket, Concession, and Ride Waiver Objects and Records with associations to your Contact Records.

  • Scheduled and Logged Activities linked to tickets or various guest experiences

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Building a Dashboard

1

Navigate to Dashboard

In the navigation menu, select Dashboard.

Then select ADD DASHBOARD from the dropdown menu.

2

Set your Dashboard preferences

In the Add Dashboard modal, enter the following:

• Dashboard Name: Flywheel Operations Dashboard

• Make Private: Disabled

Note: When Make Private is enabled, the Dashboard is hidden from search and other users cannot request access. Access must be granted manually.

• Customize Styles: Disabled

Note: When Customize Styles is enabled, you can adjust the Dashboard’s visual appearance, including chart colors, trend lines, donut segments, headers, and other theme elements.

• Sharing settings:

  • All Team Members: View

  • Specific Roles: Blank

  • Specific Team Members: Blank

Note: Share Settings allow you to grant Dashboard access to specific team members, roles, or groups. For this tutorial, all team members have been given view access to the Flywheel Operations Dashboard.

Select SAVE

Your new Dashboard has been created.

3

Add an Activity Dashlet

Select ADD DASHLET

Enter the following:

• Area: Activities

• Report Type: Number of Activity Submissions

• Choose Activity: Ride Waiver Confirmation

For Values & Constraints, enter the following:

• Dashlet Filters: 0 Selected

• Assigned to Employee with Role: Blank

• Assigned to Employee: Blank

For Display Settings, enter the following:

• Display Setting: Trend

• Datapoint Frequency: Weekly

• Name Your Dashlet: Ride Waiver Confirmation - Total Submissions Over Time

Select ADD.

Now you have created a dashlet to allow Flywheel Adventure Park staff to monitor all Ride Waiver submissions. Because Marcus has submitted those ride waiver confirmations before for his kids, your graph will look like this (with different dates):

Your Flywheel Adventure Park Operations Dashboard is now ready for use.

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Apply What You've Learned

With the Waiver Submissions Dashlet now complete, it’s time to apply what you have learned to create a graph for tracking ticket purchases using the same steps. These Objects will track purchases made in the park and adherence to safety policies.

Use the information below to set it up.

• Area: Activities

• Report Type: Number of Activity Submissions

• Choose Activity: Purchase Tickets

• Dashlet Filters: 0 Selected

• Assigned to Employee with Role: Blank

• Assigned to Employee: Blank

When you complete this process, you should have two graphs that look like this (with different dates).

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How This Fits Into Agentic Workflows

Dashboards do more than display data. They surface the results of Agentic Workflows across the platform.

In the Flywheel Adventure Park example, when a guest books an adventure experience, several automated processes may occur. A Contact Record may be created or updated, an Activity may be scheduled for the reservation, and an Agentic Workflow may send a confirmation email to the guest. Because these actions are connected to Records and Activities, Dashboards can display the resulting data as it occurs.

When Dashboards reflect live operational data, teams can use them to:

• Monitor activities created by Agentic Workflows

• Track Record updates generated by automated processes

• Identify upcoming tasks that require staff attention

• Observe operational metrics produced by automated events

By surfacing this information in one place, Dashboards provide operational visibility. Instead of reviewing individual Records or processes, teams can monitor Agentic Workflows as they unfold and respond quickly when action is required.

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Dashboard Capabilities by Role

Admins

• Configure which Dashboards are available to teams and departments

• Define sharing settings and visibility for Dashboards and dashlets

• Control permissions for who can create, edit, or view Dashboards

• Ensure Dashboards display the correct Record data and Activity information

• Maintain consistency in how operational metrics and reports are presented across teams

Technical Builders

• Configure dashlets to display Records, Activities, and operational data

• Apply filters, views, and sorting logic to shape Dashboard reporting

• Use Dashboards to monitor data generated by Agentic Workflows

• Ensure Dashboards reflect changes to Objects, fields, and relationships

• Use Dashboard data to support reporting, operational monitoring, and downstream processes

• Create Dashboards that can be shared with other team members in the business.

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Tying It Back to Your Industry

In the Flywheel Adventure Park example, the Dashboard provides a central place for staff to monitor scheduled guest activities and quickly view related Contact information. The same Dashboard pattern applies across industries where teams need visibility into operational work, upcoming tasks, and customer Records.

Insurance

Tracking scheduled guest activities in a Dashboard is similar to monitoring policy and service Activities in insurance.

For example:

• A Dashboard showing new policy applications awaiting review

• A Dashboard tracking claims processing activities and required follow-ups

• A Dashboard displaying scheduled agent outreach or client meetings

• A Dashboard highlighting upcoming policy renewal reminders

Just as Flywheel Adventure Park staff monitor upcoming guest reservations, insurance teams use Dashboards to monitor policy Activity and ensure critical milestones are not missed.

Healthcare

Financial Services

Regardless of industry, dashboards provide a centralized view of operational activity, helping teams monitor work, manage customer relationships, and ensure important steps occur at the right time.

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Congratulations

You've completed Kizen Basics and now have a working foundation in Kizen and the core skills to start building for your own organization!

From here, you can explore the rest of the Kizen documentation at your own pace. Concept topics go deeper on how individual features work, and additional guides cover more advanced configuration as your needs grow.