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Comment: Published by Scroll Versions from this space and version 18.2

 

 

Complete this task to create a new dashboard in Portal, customized with preferred layout and selected widgets. 

Step-By-Step Guide

 

Instructions

Additional Information

1

From the Dashboard tab, click Manage. The Dashboard sidebar opens.

 
2

Click Create. The Options sidebar opens.

 

3Enter the Dashboard Name. 
4

Open the Folder drop down and select the folder to save the Dashboard.

Note
These will be folders in which you have permissions to access.
5

(Optional) Mark the Default checkbox to make this Dashboard the default view when logging in and accessing Portal, or clicking the Dashboard tab.

 

 

6

Click Save. The list of available widgets is displayed.


 

7Click a Widget Name to add it to the Dashboard.The widget is added to the Dashboard layout and the change is automatically saved.
Tip

Widgets displayed on the Dashboard in the order added. To change the order, click and drag the widget to the desired location and click Save.

To remove a widget from the Dashboard, click the X in the upper right corner of the widget and click Save.

8Click X in the upper right corner of the Options sidebar and close it. 

 

 

 

 

 

Panel
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titleRelated Topics

Dashboard

Updating Dashboards

Panel
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titleRelated Training/Support Documentation

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