Creating your own dashboard

Dashboards are configured to display a particular set of data that is relevant to the user for everyday. 

There is a generic application dashboard, in addition to which the user may create their own customised dashboard(s).  Generic system dashboards and user configured dashboards are found from the dropdown view next to the dashboard displayed. 

Any dashboard from the dashboards listed in the drop down may be set to a default view.

• To navigate to your Dashboard, select the link from the Dashboard menu on the left-hand-side navigation.
• To create a new Dashboard, select the +New button from the top menu as indicated.

 

• Choose your layout, and decide how many different blocks of data you would like to appear on your Dashboard.
• Select the layout for the blocks of data that most suits your requirements.
• Once you are happy with your selection, click on the Create button.

• Give the Dashboard a Name (which will then appear in the left-hand-side navigation).
• Note: each block selected my have a different type of information for example: graphs, charts and lists of data.
• Select the type of information that you would like to show in each of the data blocks such as a graph or a list etc.
• Once you are happy with your selection, remember to click Save, and then Close to exit the Dashboard builder (located on the top left of your screen).

• Your Dashboard has now been created and will display the blocks of data as you selected them.
• To set the Dashboard as your default view, use the “Set As Default” button as found in the ribbon at the top of the screen.
• You may also Edit the Dashboard again should you wish to make changes to it, Delete it altogether and/or Create another New Dashboard.
• Select Share Dashboard from the ribbon on the top of the page, to share a dashboard with your colleagues.

• Select Add User/Team and search for a colleague or team.

• Type in the name of Person/Team into the Search field to find them.
• The system will list any records matching the criteria searched for in the view below.
• Click the check box next to the Name when found and click Select to add it to Selected Records.
• Click on Add to add the user to the list of people with whom the dashboard will be shared.

• Edit the preferences to confirm how you would like the dashboard to be shared i.e. will the recipient be able to change (write) the dashboard or view only (read) the dashboard.
• Click on share and the Dashboard will now be available to all  users shown in the list.