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 ready-made dashboards by default that are shared to different permission profiles, and as an admin user you see all the 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 can 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 dashboard 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.
- Go to the dashboard view by clicking the app icon in the top left corner.
- Click the Edit dashboard toggle.
- Click Add dashboard.
- Enter a descriptive name for the dashboard and select if it's Own or Shared.
- When creating a shared dashboard, you also need to choose what permission profiles can access it.
- Click Create.
A new dashboard is now created and you can start adding content to it.
As a best practice, we recommend most users to have only one Dashboard enabled. This makes it easy to see the data you absolutely need to react to. Of course, you might follow many things daily, and then having several dashboards is reasonable.
Reports you need daily are best placed on the dashboard. Reports you need every week on are best set as favourite reports.
Multiple dashboards allow you to quickly view the information you need, whenever you need it. For example, when focusing on sales or support, you may want to view a dashboard which only displays information about customers, contacts and sales cases.
Likewise you might want a dashboard which focuses on work hours, and includes work hour entry form, advanced resourcing, as well as some work hour reports, in an effort to keep accurate track of your time. You can also enter hours directly through the dashboard using the work hour entry widget.
Dashboards appear as tabs along the top of the page. When multiple dashboards exist, the tab for the active and selected dashboard is blue. Clicking a dashboard tab activates that dashboard and brings it to the front.
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