Creating a Dashboard with the Dashboard Wizard

To create a dashboard with the Dashboard Wizard:

  1. In the Setup list, select Setup.
  2. In the Setup field, select Dashboards.
  3. In the navigation pane, select the folder to which you want to add the dashboard.
  4. From the New list, select Dashboard.

    The Dashboard Wizard appears.

  5. In each tab of the Dashboard Wizard, add and edit information for the dashboard.

Related Topics

Creating a New Dashboard

Entering General Dashboard Information

Adding Tabs

Defining Defaults

Viewing and Editing In Folders Information

Defining Security Permissions

Entering Knowledge Information



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Last Published Thursday, December 10, 2020