How to Create a Dashboard

1.     In the list of tabs along the admin menu at the top of the screen click on "Dashboards" to open the  dashboard drop down menu. If you have not created any previous dashboards, you will see a message saying "You don't have any dashboards for (App Name). You can access all your dashboards from the admin menu. Remember to assign dashboards to roles so they appear here!" 

Beneath the message is a blue button that says "Create a New One". You can either click this button to create your first dashboard, or you can click the blue "+" symbol next to "New Dashboard" from the drop down menu to create new dashboards.

Tip: Super Admins can also show your dashboards as tabs along the top of the screen, in addition to the dashboard drop down menu. Go to My Account, open the Advanced Customizations tab, check "Dashboard Tabs", and save. This turns on dashboard tabs for all apps and dashboards in your account. If you have many dashboards, hover your mouse over the tabs and scroll up or down, or use the "<" or ">" paddles to scroll through the list of tabs.

Tip: You can also search for a dashboard by name in the admin menu, the same way you search for a view or table name.

2.     Name your Dashboard.

3.     Now you are ready to add elements to the dashboard. On the left side of the screen under the dashboard name, you will see the list of tabs for Views, Forms, Flows. and Widgets. Clicking on the Views, Forms, or Flows tabs will open a drop down list of all the resources of that type which you can add to your dashboard.

4.     Under the "Widgets" tab is the Shortcut Panel.

Note: You can also add Web Link buttons, either on their own on the dashboard or inside a Shortcut Panel. A Web Link can go to any URL, including a page in your account or an external site, and can open in the current tab or in a new tab. For ideas, see 5 Creative Uses for Web Links on Dashboards.

5.     You can either click on the "shortcut Panel" option and drag it onto your dashboard, or hover your cursor over the "Shortcut Panel" option and click on the blue "Add" button to the right.

6.      Once a shortcut panel has been added to your dashboard (see image 1), click on the blue square with a "+" symbol (see image 2) to choose the shortcut type (see image 3). The shortcut options are: Add Data, Search Data, Open View, and Open Web Link. 

Image 1:


Image 2:

Image 3:

7.     Select the View, set a placeholder or a description. For Search Data there is an option to automatically open the barcode scanner on a mobile device when this shortcut is clicked.

Note: Hovering over a shortcut button shows the full name of the resource it opens. Flow buttons and Grid View Shortcut buttons can also show hero data.

8.     Once an element is in the preview area, you can resize them by dragging the bottom right corner.

Resized dashboard element: 


9.     You can move your elements around and dynamically resize them as you like. Then Click Save.

Note: After you save your dashboard, you can click a dashboard item to make it full screen. You can also filter and sort views right on the dashboard (this works on views that are not aggregate or pivot views). On long dashboards, the header collapses as you scroll down.

Note: Admin users can edit the dashboard they are currently viewing by clicking the pencil icon next to the dashboard name.