Creating Dashboards

A Dashboard allows you to view multiple ad-hoc views or reports in a single, integrated view.

A Dashboard is comprised of dashlets – individual items that are added to the dashboard. These may include Ad-Hoc views (chart, table or crosstab), Reports, Text, Webpages or images.

A Dashboard can include input controls for choosing the data displayed in one or more dashlets.



Step 1. To create a new Dashboard either:

a) Click Create under the Dashboards section

Create Dashboard

You will be taken to the Dashboard designer window

Dashboard Designer




b) Click Create in the top menu

Create menu

Select Dashboard

Create Dashboard from menu


You will be taken to the Dashboard designer window

Dashboard Designer


Step 2. Click on the menu button next to the Existing Content pane

Existing Content menu



Step 3. Select Folder View

Folder View


Step 4. Navigate to your required Ad-Hoc View or Report

Navigate to Item

(Refer to Creating Ad-Hoc Views and Creating Reports for further information on how to create these items)


Step 5. Click and drag the item to the dashboard window

Add view to dashboard


Step 6. Repeat process for other required items


Step 7. Resize the individual items by selecting the item and dragging the edges as required

Resize items

Step 8. If you wish to create new content for the dashboard i.e. the Ad Hoc View or report you need does not exist, drag one of the items from the new content area to the dashboard window

New Content

If the new content item is a Table, Chart or Crosstab, when you drag the item, you will be taken through the standard process for the creation of the Ad-Hoc View.

Refer to the following articles for further information:


Step 9. To save your dashboard, click the Save icon at the top of the window.

Save dashboard

Step 10. Select Save Dashboard

The Save As window is displayed

Save as


Step 11. Enter the required name, description and save location for your dashboard

Save dashboard details

Step 12. Click Save

Further Information

For more information refer to the following articles:


Updated on April 19, 2018

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