16 Dashboards

To access the Dashboards log:

  1. Go to the shell tab, and switch to Admin mode.
  2. In the left Navigator, select Setup, and then select Dashboards.

The Dashboards log enables the user to do the following:

  • "" Create

    To create a new dashboard for the user.

  • Copy

    To copy the existing dashboard for the user. This option is only available in the gear menu ("").

  • "" Delete

    To delete the dashboard for the user.

  • "" Find on Page

    Opens a filter row, corresponding to each column (filter row) so the user can search for filtered results.

The Dashboards log has the following columns:

  • Name
  • Description
  • Last Modified by
  • Last modified date
  • Default

The gear menu ("") has the following options.

  • Open

    To open the existing dashboard for further editing.

  • Copy

    To copy an existing dashboard.

  • Mark as Default

    This option will be seen only when no dashboard has been marked as default. If no dashboard is marked as default, then for that shell, the My Dashboard will be the default dashboard to been seen on the landing page.

  • Unmark Default

    This option will be seen against the dashboard which is marked as default. With this option the user will be able to unmark the dashboard as default.

  • Delete

    To delete a dashboard.

When the user highlights a dashboard, the following tabs are displayed on the right pane:

  • Properties

    The Properties tab lists the details (Name, Description, and so on) of the selected dashboard under General Details.

  • Permissions

    The Permissions tab lists the users or groups that have permission set on the dashboard. The user can select "" Add User to add user permissions. After the user selects Save, the permission is saved.