Introduction to Dashboards

Dashboard Library

Click the Menu icon (Hamburger) on the Dashboard’s main interface toolbar to access the dashboard library, which lists all reference and custom dashboards. From here you can:

• Add new dashboards

• Add new folders

• Expand or collapse the folder tree

Related Topics

• Introduction
• Insights Reference Dashboards
• Custom Dashboards
• Working with Dashboards
• Access Controls
• Reports

Add a New Custom Dashboard

To add a new, custom dashboard from the dashboard library panel, click the Add Dashboard icon at the top of the panel. This opens a new page where you can add details for your new, custom dashboard.

Now you will need to create resource definitions and widgets to use in your dashboard.

Note

To make a custom dashboard based on a default dashboard, you can make a copy (clone) of one of the default dashboards, then modify the clone and save it as a new, custom dashboard.

Add or Remove Dashboard Folders

Dashboards are organized initially in alphabetical order. When creating dashboards, you can organize these into folders that expand out into trees based on the order you define.

To add or remove folders in the tree, click the Folders icon at the top of the dashboard library panel. When removing a folder, first select the folder in the tree.

You can drag and drop a sub-folder into the relevant top-level folder, or drag the relevant dashboard into a folder.

Note

Dashboards with the same name can exist in different folders. The names of dashboards in the same folder must be unique.