This guide was created with Scribe in
2 minutes.
Sign in and create your own!
How to Create and Manage a Custom Dashboard
Coco Bloom
|
0 step
|
2 minutes
Ostendio
1
Click the Reports icon in the left-side tray.
Zoom Saved
2
Click "Manage dashboards"
Zoom Saved
3
Click "Create custom dashboard"
Zoom Saved
4
Enter the name of your new Custom Dashboard
Zoom Saved
5
Select whether you want this dashboard set to Private or General.
Zoom Saved
6
Click "Create dashboard"
Zoom Saved
7
Click "Add new report" to add a system or custom report to your dashboard.
Zoom Saved
8
Select the System Report you want to add to your dashboard.
Zoom Saved
9
Click "Save & add"
Zoom Saved
10
To add a new Custom Report, click "Add new report"
Zoom Saved
11
Click "Create custom report" and follow the steps of creating a new report.
Zoom Saved
12
To add an already created Custom Report, click the ellipsis to the right of the report.\ Click "Add to dashboard"
13
From the dropdown, select the dashboard you want to add the report to.
Zoom Saved
14
Click "Add"
Zoom Saved
15
To pin the dashboard to your Homepage, click "Manage dashboards"
Zoom Saved
16
Click the dashboard you want to add to your homepage.
Zoom Saved
17
Click the tiny blue house icon next to the Dashboard title to pin to your homepage. Lastly, click "Pin page"
Made with
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe