DocumentationUser Use & Create DashboardsHow Do I Create A Dashboard?

How Do I Create A Dashboard?

1. Open the Navigation.

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2. Click on the Dashboards Navigation Menu.

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3. Click on the 'Add New Dashboard' button.

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4. Select the layout of your Dashboard.

Notice the "default" layout has 4 blue-boxes on the right-side of the screen.  We can select the OPTION(S) to see more Layout choices.

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5. Add an element.

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There are several choices to select from:

  • Add Saved Visual
  • Add Saved SPC Chart
  • Add Saved View
  • Add Saved Form
  • Add Formatted Content
  • Add Simple Text
  • Add Image from URL
1. Add Saved Visual

If we click the Add Saved Visual button, a box will open up.

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1. Type a Name for the element.

2. Select a Visual from the drop-down menu.

3. Click the Add button.

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2. Add Saved SPC Chart

If we click the Add Saved SPC Chart button, a box will open up.

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1. Type a Name for the Flare element.

2. Select an SPC from the drop-down menu.

3. Click the Add button.

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3. Add Saved View

If we click the Add Saved View button, a box will open up.

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  1. Enter a Name for the element.
  2. Select the View.
  3. Click the Add button.

 

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4. Add Saved Form

If we click the Add Saved Form button, a box will open up.

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  1. Type a Name for the element.
  2. Select a Form from the menu.
  3. Click the Add button.
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5. Add Formatted Content

If we click the Add Formatted Content button, a box will open up.

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1. Type a Name for the element.

2. Copy/Paste the HTML in the blank space. 

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3. The Advanced drop-down menu is optional. It will open up the CSS Class.

4. Click the Add button when finished.

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6. Add Simple Text

If we click the Add Simple Text button, a box will open up.

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  1. Enter a Name for the element.
  2. Enter the Text in the box.
  3. Click Advanced to open the menu.
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3. Enter any changes/selections in the Advanced section.

4. Click the Add button when finished.

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7. Add Image from URL

If we click the Add Image from URL button, a box will open up.

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  1. Enter a Name for the element.
  2. Enter a URL.
  3. Open the Advanced menu.
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3. Make any wanted changes to the Advanced section.

4. Click the Add button when finished.

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6. Once you have added the Element(s), save the Dashboard by clicking the Save icon.

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Fill in the info and click Save.

  1. Type in the Name of the Dashboard.
  2. Type in the Description (optional).
  3. Select which Folder the Dashboard will be in.
  4. Select a Theme from the drop-down menu.
  5. Select a Share option from the drop-down menu.
  6. Click Save when finished.
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Congratulations! You have created a Dashboard!