Creating Dashboards
Dashboard is a powerful tool for visualizing and analyzing data, providing a comprehensive view of key metrics and performance indicators. This page covers the essential steps involved in creating new dashboards, adding, and customizing widgets to meet your specific needs.
You can take a short eLearning that gives an overview of the Dashboard. This course also includes use cases for widgets and dashboards and how to create, edit, manage, share, project, and export dashboards.
Create a Dashboard
You can create your dashboards from the Dashboards page (Options ) or the Manage Dashboards page.
To create a dashboard:
- Click the app selector
and select Legacy Dashboard
.
-
On the Manage Dashboard page, click New Dashboard.
-
Add a Dashboard Name. You can add a Description for the dashboard if you want.
-
Click Create.
Add Widgets to Dashboard
Adding widgets to your dashboard enables you to populate your view with the specific information and tools you need
On the blank Dashboard page, click Add Widget to choose the widgets you want to include in your dashboard. The widgets are divided by type and functionality. You can see widget tabs for the applications that you have access to. You can:
-
Click on a widget tab, and then drag and drop the widget to place it on your dashboard or you can double-click the widget to add it to your dashboard.
-
Click on Options
and then Settings
to change the display name of the widget or double-click on the widget name to edit it.
As the dashboard owner, you can resize and move the widgets to optimize your view of the dashboard. Some widgets may also have data settings that you can configure.
Duplicate a Dashboard
Instead of creating a new dashboard, you can duplicate an existing one by clicking on Options . Search for a dashboard similar to what you are looking for, duplicate it, and save it with a different name.