Create Dashboards

Create dashboards for employees in the Dashboard Designer.

To create a dashboard:

  1. In the Navigation pane, go to the Settings section and select Dashboard Designer. The Dashboard Designer form displays and opens the last dashboard that you worked on. But if this is the first time you opened Dashboard Designer, a getting started message is displayed instead.
  2. Click + New Dashboard.
  3. Enter the dashboard name in the Dashboard Title field.
  4. To add dashparts to the dashboard, click and drag dashparts from the Exsting Dashparts area in the Dashparts pane to the sandbox area found at the right side of the Dashparts pane. Optionally, you can create new table dashparts. Click + New Dashpart in the Dashparts pane to display the Add Dashpart dialog box.
  5. After adding dashparts to the dashboard, click Share to display the Share this Dashboard dialog box where you can select employees and roles that can use the dashboard you are creating.
  6. Click Save.