To add a dashboard, follow the below steps –
Go to Navigate > Design > Dashboard Designer
By default, a tab titled Dashboard1 opens on the Dashboard. Next step is to add either reports, existing widgets or placeholders on the dashboard.
Under Elements menu option, you can see the reports or existing widgets under categories. You can either drag and drop or double-click the report or widget onto the dashboard. A dashboard widget gets automatically created under the category (same as that of the report) when adding a report to the dashboard. You should have “Dashboard Designer” System Privileges to be able to design a dashboard with prebuilt widgets. You should have “Widget Designer” System Privileges to be able to design a widget on the dashboard.
The widgets appear with a symbol in front of their names in Elements pane on the right panel. The reports when added to the dashboard is shown in Figure 4.
Figure 4: Adding Report on Dashboard
A Slideshow gets automatically created if you add a category onto the dashboard. We have discussed slideshows in detail in the slideshow section.
You can re position and resize the widgets on the dashboard simply by dragging them. Double-clicking the widget header maximizes the widget so that you can better visualize the report or widget data.