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How to create a dashboard and dashboard groups

This article explains how to create, fill and organize a new dashboard with (free text) widgets.

Create a new Dashboard

To create a dashboard, you first:

  •  Enter the dashboards section  image-png-Sep-11-2024-11-43-27-2676-AM
  • Then click on +, next to the word ‘dashboards’ on the left top of the screen.

Dashboard groups

  • Use dashboard groups to organize widgets within a dashboard.
  • Once you’ve added one or more widgets to your dashboard group, you can create another group.

Add Widgets to a Dashboard Group

Under the ‘widgets’ tab, you can find all available widgets:

  • Drag and drop the widgets of your choice in the group.
  • When a group contains one or more widgets, another group can be added (see image below).

Create and Style Dashboard Groups

  • In the image below, we’ve created 2 groups and added widgets to both groups.
  • Click the pencil icon at the right upper corner of a dashboard group to add or edit a group name, description, or change the layout (fill, border, and background color).
  • Click apply.

OPTIONAL: Add Free Text Widgets

  • Add a ‘free text- widget to a dashboard group. Text widgets allow you to add free text/information to your dashboards. For instance, you can add targets for your teams (see example below).

Set the Dashboard Settings

Click the ‘settings’ tab to:

  • Add a dashboard name and description
  • Select a default saved filter for your dashboard
  • Set the default date range for your dashboard
  • Select an icon for your dashboard
  • Then click the ‘save – button.’
  • The dashboard will look as follows:

dashboard view,sitelucent support,widgets

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