Creating a Widget Dashboard View

Users can add their own customized widget dashboard view which can include various module components. This Dashboard can be created based on the persona or role that the person will be responsible for.  This dashboard view can be utilized as a quick view of the selected metrics. 

Step-by-step Instructions:

1. From the Homepage, click on the carat next to the dashboard name to select +Add New View

   

2. In the Add Widget page, select the desired widgets from the respective modules by clicking on Add Widget

   

3. After selecting all desired widgets, click on the X to close the window

   
   

   

   
   

4. Users can rearrange the widgets in the desired order by dragging the Widgets. Once the desired view is obtained, then the user would enter a View Name. *You can make the new view your default view by selecting "My Default View"

   

5. Click on the Save button to save the changes

   

Sample output of saved dashboard view

Related articles

• Page:
  Creating a Widget Dashboard View
• Page:
  Widgets in Homescreen - What, Why and How