Creating Dashboards

You use the "Dashboard builder" to create (and edit) dashboards. For more information on dashboards, see "What Are Dashboards?"

To create a dashboard:

1. In the global header, click New, then select Dashboard.

   The "New Dashboard dialog" is displayed.

2. In the dialog, enter a name and description for the dashboard.

3. Select the location for the dashboard.

   
   

   Note: If you save the dashboard in the Dashboards subfolder directly under /Shared Folders/first level subfolder, then the dashboard is listed in the Dashboard menu in the global header. If you save it in a Dashboards subfolder at any other level (such as /Shared Folders/Sales/Eastern), then it is not listed. If you choose a folder in the Dashboards subfolder directly under /Shared Folders/first level subfolder in which no dashboards have been saved, then a new "Dashboards" folder is automatically created in that folder in which to save the new dashboard. For example, if you choose a folder named /Shared Folders/Sales in which no dashboards have been saved, a new Dashboards folder is automatically created and the Location entry changes to /Shared Folders/Sales/Dashboards. (A new "Dashboards" folder is not automatically created if you choose a folder at any other level.)

   
   

4. Specify whether you want to add content to the new dashboard now or later.

5. Click OK.

   If you specified to add content:

   Now, then the new dashboard, which contains one blank page, is displayed in the "Dashboard builder" for editing.

   Later, then an empty dashboard is created (but not displayed) to which you can add content later.