The very core of your user experience is in the dashboards. We give you a preset to work with, but we highly recommend you to customize them for your own needs.

When you register your environment, you get a set of shared dashboards by default that are shared to the default permission profiles, but as an admin user you see all the dashboards.

Create own and shared dashboards

Dashboards come in two forms: own and shared. Own dashboards are for personal use, and you can put either own or shared reports into them. If you want to share a dashboard to different users, you need to create a shared dashboard. Once you share a dashboard, you can select which permission profiles - or user groups - see the dashboard. You can use either the default or shared reports when you create shared dashboards.

If you don't have permissions to Sharing, you won't be able to create shared dashboards.

When you want to create a new dashboard, just hit the edit dashboards toggle in the top right on your dashboard. Once you do that, you get the options of adding, editing or removing dashboards or cards as reports to any dashboard.

  1. Go to the dashboard view by clicking the app icon in the top left corner.
  2. Click the Edit dashboards toggle.
  3. Click Add dashboard.
  4. Enter a descriptive name for the dashboard and select if it's Own or Shared.
  5. When creating a shared dashboard, you also need to choose what permission profiles can access it.
  6. Click Create.

A new dashboard is created and you can start adding content to it.

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