1. Help Center
  2. Dashboards & Reports
  3. Create a Custom Dashboard

Creating a Custom Dashboard

Avatar
Drew Swinney
Follow

A dashboard is a customizable workspace that allows you to display key metrics and information from across multiple plans in one place, helping you monitor progress, spot trends, and stay aligned. Watch this short video to learn how to create a dashboard. Step by step instructions are below. 

Create a Dashboard

Creating a Custom Dashboard is easy: To start, navigate to the "Dashboards" button in the navigation bar and select "Create a Dashboard" from the list on the left side of the dropdown.

The 'Create New Dashboard' menu will open. In this menu, you can choose your dashboard's name, select the desired orientation, and allow other users to access it. 

Screen_Shot_2022-01-24_at_12.39.20_PM.png

The Create New Dashboard window

Complete the following fields to create your dashboard: 

  • Name: Enter a unique name (up to 300 characters).
  • Orientation: Choose Landscape or Portrait orientation - this can be changed at any time after creation.  
    • Landscape orientation fits 4 standard widgets vertically and 6 widgets horizontally on a standard 11 x 8.5 page size
    • Portrait orientation fits 5 standard widgets vertically and 6 widgets horizontally on a standard 11 x 8.5 page size
  • Access: Choose who can view or edit the dashboard. To keep the dashboard private, leave the default 'Just Me' option selected. If you'd like to share it with others, choose 'Allow Others'. This will display a list of users in your organization.
    • Viewers can see the dashboard and interact with the clickthrough actions in the widgets. (e.g. opening a plan item by clicking on a metric widget).
    • Editors can view dashboards as well, but also can edit, resize, add, and delete widgets on the dashboard. Editors can also change all of the settings for a dashboard, including the PDF options
Screen_Shot_2022-01-24_at_12.58.23_PM.png

To give someone Viewer or Editor access, select the corresponding option next to their name.

If you simply check the box next to a user’s name, they’ll be given Viewer access by default.

When you are ready to create your dashboard, click 'Save Dashboard' to proceed. You can cancel at any point by clicking on either the 'Cancel' or 'X' button.

Screen_Shot_2022-01-24_at_1.08.44_PM.png

Saving your dashboard will take you directly to the dashboard workspace.

Want to learn more? 

Read this article to learn about the Custom Dashboard Workspace

Read this article to learn how to Add Widgets to a Custom Dashboard