Creating Custom Dashboards
Service Administrators and users who have been granted the Dashboards - Manage application role can create dashboards.
To create a dashboard:
-
From the Home page, click Dashboards, and then Custom.
The Dashboards page appears, with the list of existing dashboards.
-
Click the New icon.
The new dashboard is opened in a new tab. It contains the following:
- A default name, in the format New Dashboard #.
- One empty view (list view, pivot view, or chart view)
- Two sets of icons (at the top-right) that correspond to the options for the dashboard and the view within the dashboard. See Custom Dashboards: Design Mode.
- A filter for filtering data at the dashboard level. Click Add a Filter to add filters.
-
In the set of icons that correspond to the dashboard, click the Settings icon.
The Edit Dashboard dialog appears.
-
In the Properties tab, specify the required dashboard properties.
-
Click the Access tab to give access to this dashboard for users, groups, or teams. Users who are granted access can run this dashboard and view its data.
-
Click OK.
A separate area, with its corresponding icons, is shown for each area specified by the dashboard layout. For example, if you set Layout to Grid, the page shows four separate areas.
-
For each area within the dashboard, set the object type based on which you want to visualize the data. See Setting the Object Type Within Custom Dashboards.
-
For each area within the dashboard, click the select the View Selector icon and specify the type of view. See Specifying View Options for Custom Dashboards.
-
For each view, click Settings and specify the settings for that view.
- See Creating Chart Views.
- See Working With List Views.
- See Working with Pivot Views.
Note:
Transactions are visible in a chart view only if you select Match Type under Object. See Setting the Object Type Within Custom Dashboards. - Click Save to save the dashboard settings.
Watch Custom Dashboards Video
Click this link to watch the video:
