User Manual / Dashboard / Creating new dashboard
Creating new dashboard

Follow the steps below to create dashboard.

  1. On Dashboard Homepage, click Create Dashboard.
  2. You will be directed to Dashboard Wizard screen.

 3. Enter dashboard information in the fields:

  • Name: Enter dashboard name
  • No. of Columns: Select the number of columns you want to display in dashboard components. You can have anywhere from one to four columns.
  • Description: Add a dashboard description.

 4. Search Criteria: You can set general search criteria to all report in dashboard. The same criteria data type will pass to same filter data type in each report. For example, if your dashboard has text criteria, all text filter of report in this dashboard will set when criteria was applied.

  • Data Type: Select data type including text, number, date and checkbox.
  • Label: Enter criteria name
  • Condition: Specified search condition. Note: Condition value will be change based on selected data type.
  • Value(s): Enter default value (optional)

 5. Column Information

  • Column Name: Enter name for each column.
  • Select component: Select component for each column. See list of available components below.

Chart
List of all charts and reports that contain chart.

Table
List of all tabular, summary and matrix reports.

Gauge
List of all gauges.

HTML
Embedded external content by using the URL.


 6. Click on component icon, the component pop-up window will be displayed.

 7. Click on report name to add the component to your dashboard.

 8. Click Save to save your dashboard.

Last modified on Sep 20, 2018