Create a Dashboard

You can also create a dashboard in DesignStudio Pro.

To create a new dashboard

1. Access the Admin View.

2. In the main menu, click the workflows icon . The Workflows page opens.

3. Click the Dashboards tab.



4. Click Create Dashboard. The Dashboards: Create Dashboard page opens.

   

5. In the Dashboard Name field, enter a name for the dashboard.

   Since boards have multiple views and you can assign multiple board views to a dashboard, the name of the dashboard must be descriptive. For example, when creating an Event Reporting dashboard for the Logistics section, name the dashboard Event Reporting - Logistics.

6. From the drop-down menu, select the number of boards or maps you want displayed in the new dashboard.

   You can choose to view up to six boards in any given dashboard view.

7. Select a layout that best reflects how you want to view the content within the new dashboard.

8. To add boards or maps, click any of the blue add icons. The Select Dashboard Item Type window opens.

   

9. Select either Board or Map, depending on what item you want included in the dashboard, and then click Next.

10. In the Select window, select the desired board or map from the list, and then click Next.

11. If you selected a board that has multiple views, the Select View window opens.

    If the board has only one view, this window does not display.

    

12. Select the view of the board you want included in the dashboard, and then click Next. You are returned to the Dashboards: Create Dashboard page.

13. Repeat steps 7 through 12 until all of the add icons become delete icons and the names of your selected boards and maps appear in the chosen panes.

    

    If you want to change a selection, click the delete icon. The blue add icon appears again and you can click it to select a new board or map.

14. Click Save.

After you add a new dashboard, you must set access privileges to it using the Groups Manager. As a recommended best practice, to give users access to the dashboard, assign the dashboard to a feature group.

After the dashboard is added to the feature group, positions in that group can access it on the Dashboards landing page.