Creating dashboards

To manage specialized reports, create a dashboard and share it or keep it private.

  1. Click New Dashboard.
  2. Add individual widgets to the new dashboard by dragging the widget icons to the workspace.
  3. Configure the widget.
  4. Click the Save icon to save your dashboard.
  5. Enter a dashboard name and if applicable a name for the dashboard subfolder.
  6. Select Public or Private and then click OK.