Creating a Dashboard
Create your Dashboard
You can create a new dashboard in two ways:
Using the Create New Dashboard button
By making a copy of an existing dashboard
Create a Dashboard Using the Create New Dashboard Button
To create a new dashboard:
Click All Dashboards and click Create New Dashboard at the bottom of the options that appear.
On the page that appears, enter a Name for your dashboard and specify a Description.
Click Add Widgets to specify the contents of your dashboard. The Add/Remove Widgets modal appears.
Search and select widgets that you want to add to your dashboard.
Once you select a widget, use the Switch Chart Type icon to change the chart type associated with your widget.
You can also select a default time filter for your widget.
Note: The filter and chart type you select will be applicable only to your widget. This will not change the default settings for the widget appearing in a Regology-delivered dashboard.
You can also delete unwanted widgets from your dashboard by clicking the red cross in the top-right corner.
Resizing Dashboard Widgets
To change the size of a widget, select the Edit option and resize the widget by clicking and dragging the icon available in the bottom-right corner.
While in Edit mode, you can drag any widget to change its position.
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Do not forget to click the Save Dashboard button to save your changes after you’re done.
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Your newly created dashboard now appears in the All Dashboards dropdown.
![](../__attachments/415369652/Screenshot%202023-05-22%20at%204.46.00%20PM.png?inst-v=778afd1d-684d-4976-8a60-93d76c3971ae)
Creating a Dashboard by Copying an Existing Dashboard
To copy and update a Regology-delivered dashboard:
Copy the existing dashboard using the Ellipsis > Make a Copy option, and edit the new copy.
Make changes to the dashboard as you would for any other custom dashboard.