Creating a personalised dashboard
Dashboard creation
This guide will outline how to set up your dashboard.
Set up your reports
Dashboards require reports to exist and be configured, if this is not the case please create the reports first and return to this guide after.
Search for dashboard
Type dashboard into the search-bar
Select Dashboards
Select New Dashboard
Add Component
Search for the report you want and select it
Repeat above steps for any other reports you want to add
Resize and move
This will enable you to move the reports and resize
Edit the report
- Click on edit
- Select another view
When Complete Save the Dashboard and select Done
