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Create a Dashboard

Create a Dashboard

Jun 03, 2022
GUIDE STATUS: PUBLISHED 

  1. Input "Dashboard" in the filter navigator. Click the Dashboards module under Self-Service application



  2. Click on the Dashboards application under Self-Service.

                                                                                                                


  1. Click the 'Create a Dashboard' button at the top of the content frame.



  2. Fill out the following fields:
    1. Name (Mandatory) - Give your dashboard a descriptive name. 
    2. Order - This field specifies the priority in which your dashboard will appear in the dashboards list. Lower numbers translate to higher priority.
    3. Active - If unchecked, your dashboard will only be available to the Owner and dashboard admins.



  3. Ignore the Restrict to roles and Visible by all roles fields for now.
  4. Click Submit to create your dashboard.



  5. Follow the Edit a Dashboard guide to customize our dashboard with widgets and layouts. Once your dashboard is ready, take a look at the Share a Dashboard guide to change which users/groups can access and edit your dashboard.

Update Log

Updated ByDateNotes
Michael Anthony Waara  Approved by Preston Orwig. Available for OIT use.
Michael Anthony Waara  First draft complete. Pending review.
Michael Anthony Waara  Initial Creation.