Create a Dashboard

To build a dashboard, you will either start with an empty one (new) or Save As.. from an existing one.

Steps

1. Either:
   • Go to DASHBOARDS > Manage to begin working on a dashboard. You may also click DASHBOARDS > and select any of the options under
   • Explore
   • Defaults
   • Favorites
   • Recent

Or

2. Go to DAHSHBOARDS > New Dashboard.
3. For a new dashboard, create it and specify the Name, Layout, Sharing and Description.

Example

Here, we will create a new dashboard from scratch.

Log in as Administrator. Go to DASHBOARDS>Manage and click Create. Enter “My Dashboard” in the Name text field. Choose the three-column Layout.

Layout the Dashboard

Share the Dashboard with Users and Groups

Example

SHARE it with the Administrators group.

Enter a DESCRIPTION and click OK.

It is now in the list, and note it is shared.

Click on My Dashboard in the list to edit.

Create a New Dashboard from an Existing One

Steps

1. Open a dashboard for editing.
2. Go to SAVE AS and specify a new dashboard name

Example

In particular, you may create a dashboard based upon the dashboard you just created

Log in as Administrator. Go to DASHBOARDS>Manage and click Create. Enter “My Default Dashboard” in the Name text field. Under SAVE AS, select Generate Sample Dashboard and you will be editing the homepage dashboard.