After you've started creating your Dashboards and Dashboard Cards, you'll want to organize everything to get to the data you need quickly. To access your dashboards, click the Dashboards icon in the left navigation bar.
Clicking on the Dashboards drop-down will allow you to view the standard and custom lists of dashboards you have created. By default, you will be navigated to see all the dashboards your team has created, but you can narrow down the dashboards you see to the ones that belong to you or a custom list you have curated. This is also where you'll find the Standard Dashboards.
Clicking on the Cards button will take you to a page that lists each individual Dashboard Card.
The Show Sidebar icon will open up the sidebar to the right of the list of dashboards. You can use the sidebar to access the recycle bin.
Clicking the New Dashboard button will create a brand new dashboard.
Clicking on a Dashboard
To view an individual dashboard, click on the card name's hyperlink.
Individual Dashboard Configuration
When you click on an individual Dashboard, you will be able to manipulate your Dashboard however you like. You can rearrange your cards by clicking and dragging them to the area you want.
In addition, there are several other options for customizing your dashboard through the Actions menu.
Edit This Dashboard
Change the dashboard's name, write a description, and adjust the sharing settings.
Delete This Dashboard
You will be asked if you a certain about deleting the dashboard. Click Delete this Dashboard.
Clone This Dashboard
Allows you to create an identical duplicate of the dashboard you are currently working on. You can rename the new dashboard, write a description, and adjust the sharing settings.
Schedule Email Export
Allows Administrators to setup a schedule to export and email the dashboard. When a dashboard is scheduled, a calendar icon will display in the Scheduled column of the dashboard object’s list view. This icon can be hovered over to display the export schedule details. When a dashboard has an associated schedule, a banner with the details of the schedule will display at the top of the dashboard’s view. An administrator can edit the schedule by clicking the hyperlink in the banner, or by clicking the Actions menu.
Add Existing Card
Add an already existing Dashboard Card to the Dashboard you are viewing.
Create New Card
Clicking on Create a new Card will take you to the card creation screen.
Enables this Dashboard to be refreshed automatically every 60 minutes in order for the most current data to be displayed. When enabled, a checkmark will appear next to the Auto-Refresh Dashboard menu option. By default, this setting is not enabled.
Change the size of all of your cards by clicking on the square icons at the bottom of the Actions drop-down.
- The first square signifies that the Cards are displayed in a variety of sizes.
- The second square changes the size of the cards to small, the third to medium, and the fourth to large.
- Changing the size of the cards this way is temporary. Once you leave the page, your cards will revert back to the size they were previously. If you want to change the size of a card permanently you will have to change the size of each card individually.