Create Custom Dashboards

Prerequisites:

To create the custom dashboard, you should have:

• Admin or Power User access

Procedure:

To create the custom dashboard,

1. On the menu bar, select Analytics > Custom Dashboards. A Dashboards page opens.

2. Click the + ADD NEW button.

3. On the New Dashboard pop-up screen, provide the below details:

   1. Name: Enter the dashboard name.

   2. Team can view?: Enable if you want to share with teams.

   3. Team can edit?: Enable if you want to allow edits.

4. Click SAVE button. A message Dashboard saved successfully appears.

5. On the upper-right corner of the new dashboard, click the Edit button.

6. A new pop-up screen Create dashboard in 3 simple steps appears.

7. On the upper-right corner, click the + Add Widget button. A widget panel opens.

8. Click on the desired widget and edit it as needed. Here are some suggestions you might want to try:

   • Move, resize, or duplicate the widgets.

   • Customize the widgets by hovering and clicking on Settings icon. You can apply the themes, add text or background colors, enable the legend or data labels, add the various filters and so on.

     Note: The widget customization depends on the widget you choose.

   • Clear the dashboard by clicking ellipsis (…) and choose Reset Dashboard.

     

   • Enable or disable the full screen mode.

   • Discard the dashboard by selecting Cancel button on top right corner.

9. Once customization is completed, click Done button on the upper-right corner.

You have successfully created the custom dashboard.

Depending on the dashboard settings, the new dashboard will display on the main dashboard screen. After creating the dashboard, you can copy, rename, share, or delete the dashboard. The dashboard also shows the user name who made the last edits, along with the modification date.