How to use Dashboards to create centralized views of data
Dashboards allow you to bring together many important pieces of data into a single location.
Grant Access to Dashboards
To access Dashboards, Users will need to be in a Role that has the "Dashboards" Module Entitlement. The 'Edit' permission will allow a user to create and edit any Dashboard. The 'Read-Only' permission will allow a user to view any Dashboard. Refer to the Module Entitlements for Roles article to learn more.
Create Your First Dashboard
1. Navigate to Reports > Dashboard and click + New Dashboard. You'll then be prompted to provide a name for the Dashboard, click Create to continue.
2. On the "Dashboard / Edit" page, you'll be able to add Reports. Dashboards are made up of one or many Table Reports or Visual Reports.
Arrange Visual Reports on a Dashboard
Visual Reports can be reordered and resized by clicking the Gear icon on the chart. You can also reorder reports by dragging-and-dropping them in the desired position.
Table Report access and security, see our User Access and Security with Table Reports article.
Use Table Reports To Filter and Link Workflows for Visual Reports
Please sign in to leave a comment.