Custom Dashboard

Creating a New Dashboard

Note: Available in the Growth and Legacy Plan.

• In the Dashboard area, select + New Dashboard in the command bar

• Give your dashboard a descriptive name and optional description

• Hit Save to start adding what you want to have at each area of your dashboard.
• Click on +Widgets or Add Existing Gadget to your Dashboard

Add Existing Gadget 

• In the case of Existing Gadget (Created under Custom Reports), select the module and the existing gadgets wished to be added on the current Dashboard.

• Click on the options listed to be added as Widget in your Custom Dashboard
• Select and you are done

Adding New Widget

• Click on + Widget
• Select the *Module for which you want to add Gadget(Compulsory Field)
• Provide *Name of Gadget - Note the field is mandatory
• Choose the *Type - Views or Reports
• If the type selected is Reports, select the report names from the drop-down-*Reports Name

• If the type selected is Views, select the view names from the drop-down-*Views Name

• Select the Render as options for Widget between Grid or Chart representation

• If Render as is selected as Chart, you can define the Chart Type between - bar, pie, line or column

• Define the * X-axis and * Y-axis if Chart options are selected
• You are good to go, Hit Save and get ready to roll.

• Once you are done configuring your dashboard, It should now appear in the drop-down of available dashboards

Customizing Gadget view and moving positions

• Click on the Edit icon near the Add Widget Button to reposition your Widgets

• Drag and Drop to reposition  the Widgets and hit SAVE

How to rename and Delete Dashboard

• Hover over the name of the Existing Custom Dashboard to get views for Edit or Delete
• With Edit you can Rename the Dashboard

• With Delete, all existing Gadgets associated with the Dashboard will be deleted
• Confirm with Yes to move ahead with your decision

How to Refresh, Edit, and Remove Gadget

• You can Refresh your Gadgets in case of some Real-Time updates
• Click on Edit icon by hovering over a Gadget to make necessary changes to an existing Gadget.
• Hit Remove to Delete Gadgets from the Dashboard