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Working with My Dashboard

A personal dashboard, named My Dashboard, is available to each user in Oracle CRM On Demand. My Dashboard initially has no content. If your user role includes the Access V3 Analytics privilege, then you can access your personal dashboard and add content to it, even if your user role does not allow you to create or edit other dashboards. You can also add pages and subpages to My Dashboard.

The following procedure describes how to access your personal dashboard.

To open My Dashboard

  1. Click the Analytics tab.
  2. In the Dashboards drop-down list, select My Dashboard.

The following procedure describes how to add content to your personal dashboard.

To add content to My Dashboard

  1. Open My Dashboard.
  2. Click the Page Options icon and select Edit Dashboard from the drop-down list of options.
  3. In the dashboard builder, add the content that you want to the dashboard.

    For more information about editing dashboards, see Editing Dashboards.

  4. When you finish making changes, save the dashboard.

Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.