Analytics > Analytic Dashboards > Creating a Dashboard
Creating a Dashboard
You use the Dashboard builder to create (and edit) dashboards.
To create a dashboard
- In the Analytics tab, click Dashboard in the Create pane.
- In the New Dashboard dialog, enter a name and description for the dashboard.
- Select the location for the dashboard.
Note: If you save the dashboard in the Dashboards subfolder directly under /Company Shared Folders/first level subfolder, then the dashboard is listed in the Dashboard menu. If you save it in a Dashboards subfolder at any other level (such as /Shared Folders/Sales/Eastern), then it is not listed.
If you choose a folder in the Dashboards subfolder directly under /Shared Folders/first level subfolder in which no dashboards have been saved, then a new Dashboards folder is automatically created in that folder in which to save the new dashboard. For example, if you choose a folder named /Shared Folders/Sales in which no dashboards have been saved, a new Dashboards folder is automatically created and the Location entry changes to /Shared Folders/Sales/Dashboards. (A new Dashboards folder is not automatically created if you choose a folder at any other level.)
- Specify whether you want to add content to the new dashboard now or later.
- Click OK.
- If you specified to add content:
- Now, then the new dashboard, which contains one blank page, is displayed in the Dashboard builder for editing.
- Later, then an empty dashboard is created (but not displayed) to which you can add content later.
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