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Help Topic: Creating a new Dashboard

This lesson explains how to create a New Dashboard

  1. Hover over the home tab and click on “Create a New Dashboard.

  1. From here its going to take you to blank screen where you can add different parts to your dashboard. As you can see on the right-hand side of the dashboard content side you can choose from widgets, reports, and views. To add any of these parts click on the green “+”

  1. Once you have added all the parts to your dashboard that you would like make sure you press the save button, this will bring up a “Save Dashboard” window and here you will name your dashboard and will want to make sure you hit “Save.”