Adding a new dashboard

Add new dashboards to view high level historical and real-time data, for example in the form of Key Performance Indicators (KPIs).

To add a completely new dashboard:

  1. In Dashboards, open the Dashboard Library and navigate to the folder where you want to create the dashboard.

  2. (Optional) Add a new folder by clicking Add Folder at the bottom of the library panel, or by clicking Add Folder in the Options menu at the top of the library.

  3. In the Dashboard Library, at the bottom of the panel, click Add Dashboard . This creates a new dashboard and opens the Dashboard Settings.
  4. In Dashboard Settings, enter a dashboard name, select a location and set the access permissions to Public or Private.

    NOTE: A public item is visible to all users in your user group. A private item is visible to you and any user in your user group with Edit permissions on this item type. See Default User Access Level Privileges and Customizing Access Level Privileges for details.

  5. (Optional) Click Styling to open the Dashboard Styling window. In Dashboard Styling, select a background image or background color for the dashboard and set the default opacity for the gadgets. See Styling a dashboard for more details.
  6. (Optional) You can add gadgets to the dashboard now or save the empty dashboard and add gadgets later. See Adding a gadget to a dashboard for more details.
  7. Save the dashboard.

To add a copy of an existing dashboard to the Library:

  1. In Dashboards, open the Dashboard Library and navigate to the dashboard you want to copy.
    (Optional) Add a new folder by clicking Add Folder at the bottom of the library panel, or by clicking Add Folder in the Options menu at the top of the library.
  2. Right-click the dashboard name or click Options for this dashboard and select Duplicate to create a copy in the same folder. Select Copy To to create a copy in a different folder.
  3. (Optional) In the Dashboard Library, select the new dashboard, right-click the dashboard name or click Options for this dashboard, and select Edit to open the Dashboard Settings. Change the dashboard name, Location, and access permissions.

    NOTE: A public item is visible to all users in your user group. A private item is visible to you and any user in your user group with Edit permissions on this item type. See Default User Access Level Privileges and Customizing Access Level Privileges for details.

  4. Save the modified Dashboard Settings.

Related topics:

Dashboards:

Gadgets:

For information on how to use Dashboards, see Dashboards.