When you ask AskHQ about your connected data, it can answer with a chart instead of just
text. Save that chart and it becomes a dashboard card that reruns against your current data
every time you open it.
Dashboards are built from connected systems (QuickBooks, Apploi, PrismHR). Connect a
system first — see Connecting your systems. Create and save a chart
Ask a data question
For example: “What was revenue by payer last quarter?” or “Show applicants by status.”
Review the chart
AskHQ renders a chart alongside a note about its source, calculation, and
freshness, so you can see exactly how the number was derived.
Save to dashboard
Click Save to dashboard. The view is saved as a definition — not a snapshot — so it
recomputes against live data later.
Find it on Home
Saved views appear on your Home and Dashboard pages and refresh each time you open
them.
Why charts refresh automatically
A saved dashboard card stores how to compute the chart, not a frozen image. When you open it,
HomecareHQ recomputes it from your current connected data — so your dashboards stay current
without manual updates.
Every chart shows its calculation and data freshness. If a number looks surprising, expand the
transparency details to see the source and how it was computed.
