Create a Dashboard

You can create a dashboard that displays summaries of different reports, charts and graphs on a single page.

  1. Click the Create button on the Main Menu bar.
  2. Select Dashboard from the menu.

  3. Type a name for the new dashboard.
  4. Do one of the following in the Saved in box:
    • Type values in the Type to search box to filter and find the folder where your dashboard will be saved.
    • Click the arrow to view and select an available folder where your dashboard will be saved, or select Add New Folder to create a new folder where your dashboard will be saved.
  5. Click Widget. The Add Widget dialog box displays.

  6. Select the widgets you want to add to your dashboard. Sort and filter the Type, Name, Created By, and Date columns as desired:
    1. Click the arrow button next to the desired column.
    2. Select Ascending or Descending to sort the column.
    3. Click the arrow button next to Select item and select the item by which to filter. An icon displays when the column is sorted and/or filtered.
  7. Click Add .
  8. Repeat steps 5 - 7 to add more widgets, as necessary.
  9. Optional: Click Text Area to add a text to the dashboard. For more information, see Add a Text Area.
  10. Optional: Click Tab to add a tab to the dashboard. For more information, see Add a Tab.
  11. Click Save.