Adding a Dashboard

When first opening the Dashboards page you will see a prompt to Add Dashboard.



On the Main Details tab that appears, add in a Dashboard Name.

You can then decide if you want this Dashboard to be Private (for only you to see) or to enable others to view it also.

If you want to restrict access so only you can see this Dashboard, click to enable this option:


You can then Save & Exit and your dashboard will be added. 

If however the new Dashboard is to be shared with others, leave the Private option unchecked:


Next, click into the second tab called Permissions.

If you are a Main Admin or have the relevant level of platform permissions, you can the select if you want other Groups of users to have View or Edit level of access over the Dashboard.

You can read more about setting up Dashboard permissions here

When done click Save & Edit and continue to add a Widget into your new Dashboard. 



Adding a Widget into a Dashboard


Item List Widget

Calculation Widget

Grid Matrix Widget



Enabling Dashboards

Dashboard Widget Actions

Editing and Ordering Widgets within Dashboards

Managing Multiple Dashboards

Dashboard Permissions and Private Settings

Coming Soon to Dashboards


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