Dashboard Menu Options¶
Folders¶
The dashboards are organized initially in alphabetical order. You can create folders by clicking the Folders drop-down in the top-left corner and then choosing either the New sub folder or New top level folder option. Then simply drag and drop the sub folders into the desired top level folders.
You can remove a folder by clicking on it, and selecting the Remove folder option from the same menu.
Create a New Dashboard (from the menu)¶
The blue circle with a plus (+) sign at the bottom-right of the menu will allow
you to create a new dashboard on the main menu screen. 
This will take you to the Dashboard Editor screen. Note that Resource Definitions and Widgets will need to be created.
Global Filtering¶
Located in the top-left corner of the dashboard view is a button (+ Global Filters) to add global filters to the dashboard. Click on this button and a box opens that allows you to add a filter based on a data element extracted from a Search Definition and Resource.
Simply click Edit Filters and a Filter Wizard box is displayed. Here, you can select the Resource and the Definition to apply as a filter. Once complete click Save Filters to return to the dashboard.
An example of a global filter is producing a performance dashboard by customer location. The widgets on the dashboard are all the performance statistics but the data is filtered by the customer location.
