Follow the steps below to create a new custom dashboard.
Navigate to Administration > Dashboards:
Click New. The New Dashboard screen appears as shown below:
Provide a dashboard Name in the Name column (this is required).
Select a Layout for the dashboard. There are four layouts available, as shown in the following table:
Layout | Example |
3 Columns |
|
2 Columns |
|
3 over 1 |
|
3 over 2 |
|
Determine if the dashboard is Active using the checkbox provided.
Select the Access Type. Options are Enterprise, Action Office, User, and Admin.
Click Save to save the new Dashboard. The screen refreshes to show the Dashboard Configuration with the new Dashboard included on the list.
The dashboard is now ready for further actions. Follow the links below to take additional actions on dashboards.
For more information, see Manage Dashboards, Design Dashboard, and Dashboard Assignments.