Dashboard Builder

Use the Dashboard Builder to create custom dashboards with configurable widgets and reports.

Create a Dashboard

1. Select Manage Dashboards, then choose Create New.
2. Enter a Title.
3. Select the Access Level:
   • Public: Visible to all users with access.
   • Private: Visible only to assigned groups.
4. If Private, select one or more groups to assign.
5. Select Publish to create the dashboard.

Add Widgets and Reports

1. Use the Widgets, Reports, or By Module tabs to browse available items.
2. Drag items into the dashboard layout area.
3. Use + Left or + Right to position items in a specific column.

Note: You can include reports created using the Report Builder.

Arrange the Layout

1. Drag and drop items to reorder.
2. Continue customizing until the layout meets your needs.

Publish the Dashboard

1. Select Publish to save and display your dashboard.

Manage Dashboards

• Use the ... menu to edit, preview, delete, or favorite a dashboard.
• Use the Select Dashboard dropdown to switch between dashboards.