Creating a Dashboard

Creating a Custom Dashboard

You can create a new dashboard in two ways:

Using the "Create New Dashboard" Button

1. Click All Dashboards > Create New Dashboard.

2. Enter a Name and Description.

   

3. Click Add Widgets to select data widgets for your dashboard.

4. Customize widgets by:

   • Changing chart types using the Switch Chart Type icon.

   • Selecting a default time filter for widgets.

5. Click Save Dashboard to save your new dashboard.

6. Smart Navigation: Clicking on a chart navigates to the related item’s
   list view page, with the applied filters automatically highlighted.

Copying an Existing Dashboard

1. Click Ellipsis (⋮) > Make a Copy on an existing dashboard.

2. Modify the copied dashboard as needed.

3. Click Save Dashboard.

Creating a Saved View for Dashboards

To streamline access, users can create a Saved View for frequently used dashboard filters and data views.

Steps to Create a Saved View:

1. Apply your desired filters on the dashboard.

2. Click Save View to store your customized dashboard view.

3. Enter a name for the Saved View.

4. (Optional) Set the Saved View as your default view for quick access.

5. Click Save to confirm.

6. Click Cancel at any time to discard unsaved changes.