Adding a New Dashboard
To add a new dashboard, you need to head over to the menu on the top-right, click on the Spanner Icon for Administration and then click on the Dashboards option.
This opens up the Administration section for dashboards and to add a new dashboard, you simply click on the Add button and you see the additional information that you need to complete before you begin.
This is the Dashboards setting screen. This is where you'll create a blank dashboard for configuration. If you begin with the Dashboards Settings screen, you can see the information you'll need before you begin.
Firstly you'll need to decide what you want to call the dashboard as well as a label for it.
The name should contain no spaces and should be one concurrent string of text, so for example you'll call this on 1j_My_Sales_Dashboard.
For the label, you can enter the same name for the dashboard, as normal text, so in this case My Sales Dashboard. This is the name that will be displayed on your dashboard menu.
This can be in any format, but since you know the naming convention in the menu already you can simply call this 1j My Sales Dashboard.
The Target Date and Relative Target Date, allow you to set a specific date which the dashboard will use as a default when it opens, but in most common scenarios, this is not required, so leave it blank.
The Hide option is only used for embedded dashboards, which means that if you want to create a dashboard within another dashboard and don't want it visible on your dashboard menu. You'll cover embedded dashboards in another tutorial, so for now, leave this check box unchecked.
The Category allows you to select where on the menu you'd like this to appear, so in this case, you use the category already set up as:
Sales Insights. You'll need to type this in, so ensure that it matches the category in your dashboard menu exactly.
This means that along with the category and the label you set you'll be able to find this dashboard under the Sales Insights Category on the Dashboard Menu.
Dynamic Inputs - with this checked the Dashboard logic will be executed before the Dashboard is displayed. Unless you have some specific other needs, use this approach - i.e. check the box.
OK, the next two pieces of information refer to who can edit or view the dashboard. Each user of the system is part of a user group, including yourself. You most likely belong to a user group along with colleagues who may need to cover or edit your work. This user group should be given access to edit, while any other associated user group may need to view the dashboard only, without being able to edit it.
If you leave these blank, the dashboard can be viewed and edited by anyone within your organization who has access to Dashboard Settings.
To find you a list of user groups you may need to speak to your system administrators or technical support team.
Once you have all the information you need, simply fill in the information that you've gathered and then click Add again to create a blank dashboard.