Dashboards

1. Navigate to Dashboards → Create New.
2. Fill in the form.
3. Click Save or Save and Exit to apply changes.

When created, the dashboard form appears.

You can easily add this dashboard to the navigator panel by clicking Add to Navigator button. In this case, the menu item is added to the Dashboards category and is visible to all users. If you click Add to Favourites button, this dashboard is added to your Favourites and is visible only to you.

Managing a single dashboard

Managing a dashboard is adding or removing items or elements from it.

To add an item, please complete the steps below;

1. Navigate to your dashboard via the Dashboard menu item.
2. Scroll down to the Report Item related list.
3. Click New and fill in the fields.
   1. Dashboard - a dashboard this item is related to. This field is populated automatically.
   2. Report - specify a report to display on a dashboard screen.
   3. Order - specify an order of this dashboard element. Elements are displayed in ascending order.
4. Click Save or Save and Exit to apply changes.

To delete an item, please complete the steps below:

1. Navigate to your dashboard via the Dashboard menu item.
2. Scroll down to the Report Item related list.
3. Choose one or more items by checking the boxes on the left.
4. Click Delete.