Explore dashboards provide a customizable space for organizing and sharing information. Dashboards are built in the dashboard builder which is an interactive tool for adding, customizing, and sharing dashboards.
The following sections detail the two methods for creating new dashboards:
Creating a dashboard from report builder
You can create new, empty dashboards directly from report builder. This is useful if you are working on a report that you plan to add to a new dashboard once finished.
To create a new dashboard from a report
- Open or create a report in Report builder.
- Click Save > Add to dashboard.
- To save to a new dashboard, select a new dashboard, and then enter your dashboard's name. If you want to save to an existing dashboard, select an existing dashboard, then choose the dashboard you want.
- Click Save.
After the confirmation message appears in the right corner, the new dashboard's name will be shown in the top toolbar of Report builder. Additionally, you can find the dashboard in the dashboards library.
- Click the dashboard name to open the dashboard.
Creating a dashboard from the dashboards library
You can also create new, blank dashboards in the dashboards library. If you base your workflow on creating dashboards rather than reports, this could be the more effective option.
- Click on the Dashboards library icon (
) on the left side bar. - Click Create dashboard.
- The Start a dashboard page opens. On this page, you can choose a prebuilt template
containing commonly used reporting components or you can start with a blank
dashboard.
Tip: Do you have an idea for a dashboard template you'd like to see? Let us know in the comments section below! - After you've selected a template, click Select.
Your new dashboard opens and you can begin configuring it.
Next steps
After you've created your dashboard, you can begin to add reports, filters, and other items to it. See Adding and arranging dashboard components.