Dashboards are customizable pages where you can compile multiple charts and reports for quick visualization.
Before you begin
Create folders to organize your dashboards.
Create a dashboard
Go to Reports.
Click the New > Dashboard.
In the Add New Dashboard window, complete the following fields:
Field
Description
Name
Type a name for the dashboard.
Data Source
From the dropdown, select the core object to build your reports from.
Note
Once you create the dashboard, you cannot change the data source.
Folder
Select the folder for your dashboard.
Categories
From the dropdown, select existing categories or type in new categories and press
Enter.Description
Type a description of the dashboard.
Allow Personalization
Optional. Select the checkbox to allow users to change the view of their charts.
Click Save & Continue.