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Creating a shared dashboard

A shared dashboard can be shared to other sites, roles, or users. Once created, any other site, role, or user can reuse

To create a shared dashboard:

  1. Click > Admin > Dashboards.

  2. From the Dashboard or Default Dashboard list, select New Dashboard.

  3. Enter a name for the dashboard. This name is used internally to reference this dashboard.

  4. Add columns to the dashboard by doing the following:

    1. Click to add a dashboard column.

    2. From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.

      Adding widget to the dashboard.png

    3. Resize the columns by dragging the resize button, or click to set all the column widths to be equal.

    4. Repeat steps a–c to add more columns and widgets to the dashboard.

  5. Add tabs to the dashboard by doing the following:

    1. Click > Tabs.

    2. Under Tabs, click .

    3. Enter a name for the dashboard tab.

    4. Click to add a dashboard column.

    5. From the Widgets list, select a widget to include in the dashboard column. For a list of available widgets, see Standard dashboard and widgets.

    6. Resize the columns by dragging the resize button, or click to set all the column widths to be equal.

    7. Repeat steps b–f to add more tabs to the dashboard.

      Dashboard slider and tabs functions.png

  6. Click Save.