Add a Hub Dashpart

You can add dashparts that link to the hubs that you use most frequently, and populate these with the hub records that you use most frequently.

To add a hub dashpart:

  1. In the desktop application, click Dashboard in the toolbar on the main DPS screen.
  2. On the toolbar, click Configure.
  3. Click Add System Dashpart.
  4. Enter a name for the dashpart.
  5. From the Dash Part Types drop-down list, select the hub (for example, Employees) from which you want to select records.
  6. Click the Configure button to select the hub records to include in the dashpart, and then select one of the following actions:
    • Click Records > Add to select records from a lookup.
    • Click Saved Search if you want to populate the dashpart based on search criteria. You can use an existing set of search criteria or create a new set.