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Add New Dashboard

6 views 0 June 27, 2021 kbadmin

You can add a new Dashboard by performing the following procedure:

  1. Click button from the Dashboard Designer

The Dashboard Designer – Add page is displayed.

  1. Enter the name for the Dashboard in the Name field.
  2. Enter a header for the Dashboard.
  3. Enter a description about the Dashboard.
  4. Click the drop down list and select the Layout Style. Available options are the following:
  • Two Column
  • Three Column
  1. Select the check box adjacent to Is Active field, if you want to mark the Dashboard as active.
  2. Enter the owner name. By default this is populated with the logged in user name.
  3. Select the Widgets from the Available Widgets pane to Selected Widgets pane using the following:
  • Use to select all the Widgets from Available Widgets
  • Use to move a selected Widget from the Available Widgets pane to the Selected Widgets
  • Use to deselect all the Widgets from Selected Widgets
  • Use to deselect a selected Widget from Selected Widgets

You can use the  or  to sort the selected Widgets in Selected Widgets pane.

  1. Click button to save the Dashboard details.

You can also click  button to save the Dashboard and add another one.

Click  button to preview the Dashboard.

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