Creating a New Dashboard

To create a new dashboard, use the New Dashboard icon in the dashboard toolbar. A new, blank dashboard with the default name “New dashboard” will be displayed.

 

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The new dashboard interface comes preloaded with 16 blank chart objects.  To configure a new chart, simply click the Chart Settings icon (gear) at the top right corner of any chart object. The Chart Settings dialog appears.

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Because different charts and reports have different settings, the available configuration options will update as you select various charts or reports from the Chart Type drop-down list control. Use the controls in the dialog to configure your chart or report, then click the OK button. Once created, charts can be easily resized using the Column Layout control in the Dashboard Toolbar.

The last step in creating a dashboard is to save it.  Click the Save Dashboard icon. A save dialog appears.

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Type in a dashboard title and description, then click the Create New button. If desired, you can create a new folder or save your dashboard to an existing folder. Locked folders are not available as destination folders, and dashboards within locked folders cannot be replaced/saved over. See the Saving Dashboards topic for more detailed guidance on the settings provided. Your new dashboard title will appear in the Dashboard List in alphabetical order under the appropriate (Public or Private) folder or subfolder.  From here you can continue to edit your dashboard as needed to add desired charts for printing and presentation. After editing a saved dashboard, remember to save it again to preserve your changes.