Documentation and SupportV6 User Manual DashboardsHow Do I Create A Dashboard? (Version 1.1)

How Do I Create A Dashboard? (Version 1.1)

1. Open the Navigation

Navigation

2. Click on the Dashboards Navigation Menu.

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3. Click on the 'Add New Dashboard' button.

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4. Select the layout of your Dashboard.

Notice the "default" layout has 4 blue-boxes on the right-side of the screen.  We can select the OPTION(S) to see more Layout choices...

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5. Add an element...

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There are six choices to select from:

5.1. Add Fix

If we click the "Add Fix" button, a box will open up...

1. Type a Name for the Fixed View element.

2. Select a View from the drop-down menu.

3. Click ADD button.

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5.2. Add Flare

If we click the "Add Flare" button, a box will open up...

1. Type a Name for the Flare element.

2. Select a Flare from the drop-down menu.

3. Click ADD button.

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5.3. Add Image

If we click the "Add Image" button, a box will open up...

1. Type a Name for the Image element.

2. Put the URL in the blank space.

3a. Select the "Advanced" drop-down menu... so it will open up the options...

 

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3b. Select any wanted changes in the Advanced options...

4. Then click the "ADD" button.

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5.4. Add Text

If we click the "Add Text" button, a box will open up...

1. Type a Name for the Text element.

2. Type into the Text box...

3a. Select the "Advanced" drop-down menu... so it will open up the options...

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3b. Select any wanted changes in the Advanced options...

4. Then click the "ADD" button.

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5.5. Add HTML

If we click the "Add Text" button, a box will open up...

1. Type a Name for the HTML element.

2. Enter the HTML content into the HTML box...

3a. Select the "Advanced" drop-down menu... so it will open up the options...

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3b. Select any wanted changes in the Advanced options...

4. Then click the "ADD" button.

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5.6. Add Form

1. Type a Name for the Form element.

2. Select the Form from the drop-down menu...

3. Then click the "ADD" button.

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6. Once you have added the Element(s), save the Dashboard by clicking the Save icon...

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Fill in the info and click Save.

  1. Type in the Name of the Dashboard.
  2. Type in the Description of the Dashboard. (optional)
  3. Select which folder the Dashboard will be in.
  4. Select a Theme from the drop-down menu.
  5. Select a Share option from the drop-down menu.
  6. Click SAVE when finished.
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7. Congratulations! You have created a Dashboard!