Dashboards provide fast, easy access to the data we need the most from across multiple reports. This video shows how to create, modify, save and share Dashboards. Continue beyond the video for additional information.
This is the final video in our 'Getting Started' series. More advanced functionality is explained in articles and videos in the 'Next Steps' section.
Dashboard Tab Basics
Basic dashboard use includes:
- Creating your own personal tab,
- Adding existing tabs to your dashboard display, and
- Using the actions available to an active tab.
To create a new dashboard tab click the Create item from the left side navigation menu.
Select the Standard Tab option; you will be given a blank tab.
Search and drag reports from the left hand menu by expanding the folder icon.
Dashboard tabs are saved in the same way as reports and other consumers have the option of adding the tabs created to their Dashboard.