Creating a New Dashboard

On the second tab in the dashboard settings screen, the Create Dashboard configurable settings are similar to the Update Settings tab with the addition of the capability to create a new blank or clone an existing dashboard:

Create dashboard settings

• Make this my default dashboard: This makes the current dashboard the default landing page when you log into the portal (highlighted in bold on the Dashboard drop-down menu)

• Share this dashboard with all users in my account: allow all the other users on your account to view this dashboard

• Only I can update this dashboard: If a dashboard is shared with other users on your account, choose whether to allow them to edit it or not

• Background colour: Change the background colour for the dashboard

• Clone from existing dashboard: This handy feature allows you to clone an existing dashboard from ones you have already created or that have been shared by other users within your account; just select one of your existing dashboards from the drop down list. If you want to start from scratch and create a new blank dashboard, choose the ‘Create Empty Dashboard’ option.

• Dashboard Name: name the dashboard (displays on the dashboard)

• Create: create the dashboard canvas

Once you have created a dashboard canvas to work on, you’re ready to start adding or editing the real-time information you want to see.

Your dashboard data is configured using 'tiles' – these are boxes of information configured to display the data required to meet your business needs.

To share a dashboard publicly please see Updating the current dashboard .