Dashboards Configuration Screen

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Dashboard configuration allows you to create and design custom dashboards.

To access Dashboard configuration, navigate to the App Designer (Settings > Applications > App Designer) and then click Dashboards. The Customize Dashboards screen appears as shown below:

Here, there are options to: create a New dashboard, Edit an existing dashboard, Design a dashboard, or Delete a dashboard. Each of it is described in the following table:

Option

Description

Example

New

Create a new dashboard

  1. Name: Dashboard name

  2. Layout: Select one of the listed layouts for the dashboard; each layout displays in the adjacent Preview section

  3. Make this the default dashboard: The default dashboard is automatically set for all users. Each user can manually change their dashboards within the application using their user preferences.

  4. Active: Enable to mark the dashboard as active

Edit

Edits the selected dashboard. All the fields can be edited

Design

Opens the dashboard designer to customize the dashboard. See the Dashboard Designer section for details on using the designer

Delete

Delete the selected dashboard