The screen is accessible by clicking [Manage→Customize→Dashboards Editor] from the The Navigation Bar.
Custom Dashboards Table
All the custom dashboards that are defined in the system are listed in a table. Each row in the table contains the following information for a single custom dashboard:
Column | Description |
|---|---|
| Name | The custom dashboard's name. |
| Description | The description for this custom dashboard |
| Enabled | Whether this custom dashboard is available to all users from the Dashboards menu. |
Adding a Custom Dashboard
The Click the New button on top of the custom dashboards table screen contains the New button at the top.
Click this button to add a new custom dashboard in the system.
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Reordering Custom Dashboards
Each row in the table contains the Move Up button which allows reordering of the custom dashboards, for example this will effect the order in which the custom dashboards are displayed in the custom dashboard's menu.
Adding Widgets to Custom Dashboard
All charts and grids (widgets) that are part of the dashboards section, have a settings button located at the top right side which includes among other actions, "Add to Custom Dashboard".
Editing Custom Dashboards
Each row in the table contains the Edit button which will load the Custom Dashboard Edit screen and provide access to system actions for the custom dashboard.
Custom Dashboard Edit
The Custom Dashboard Edit screen is loaded for a custom dashboard when the Edit button is clicked from the Custom Dashboards Table described above.
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Before updating the changes you have made, click the Preview button to get a picture of what the custom dashboard will look like.
The UI is responsive which means that the widgets will fill the available horizontal space.
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Click the Delete button to remove the custom dashboard from the system.
Adding Widgets to Custom Dashboard
All charts and grids (widgets) that are part of the dashboards section, have a setup button located at the top right side which includes among other actions, "Add to Custom Dashboard".