Adding and opening dashboards

Replicon’s beta dashboard feature allows you to share custom graphical representations of your company's data with other decision-makers in your organization.

To help organize the charts you add, you can create multiple dashboards. This topic provides information on viewing all available dashboards, opening a dashboard, and creating a new dashboard.

Creating a new dashboard

Before you can create a new dashboard, a chart must first be saved on the dashboard that opens by default.

To create a new dashboard:

1. Click Dashboard in the top menu.

2. Click the name of the dashboard you are currently viewing, located in the top, left-hand corner of the page.

3. Click the Manage link in the box that displays.

4. Click the Create Dashboard button, located in the top, left-hand corner of the page.

5. Give the new dashboard a name, and click Save.

The new dashboard will open automatically, and will also be available to select from the dashboard list.

 

Viewing a list of all dashboards

To view a list of all dashboards available in your system:

1. Click Dashboard in the top menu.

2. Click the name of the dashboard you're currently viewing, located in the top, left-hand corner of the page.

3. Click Manage.

A list of all dashboards that users have created displays. Dashboards are listed in alphabetical order.

Opening a dashboard

To open a dashboard, click its link in the list of dashboards.

You can also open dashboards from your Favorites list that displays when you click the name of the dashboard you are currently viewing.

To add a dashboard to your Favorites list, click the  icon next to the dashboard's name in the list of dashboards.

FAQs

Can I change which dashboard displays when I click Dashboard in the top menu?

Not currently. The first dashboard listed in the dashboard list displays by default for all users.

Can I move a chart I created to a different dashboard?

Not currently.