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.
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.