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Creating and Customizing Dashboards

Create custom dashboards to monitor your data and visualizations in one place

John Ennis avatar
Written by John Ennis
Updated over 4 months ago

You’ll need the DashboardCreate permission to use this feature.

Steps to Create a New Dashboard:

  1. Go to the Dashboard module in the left-hand menu.

  2. Click the Ellipsis (⋮) in the top right.

  3. Select New Dashboard.

  4. Click the pencil icon to rename your dashboard.

  5. (Optional) Click the Star icon to add it to your favourites.

  6. Start adding widgets using either manual or AI methods.

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