Configure dashboards in Collections

Create custom dashboards using data from dynamic reports. Transform complex metrics into intuitive graphs and charts for any user in your organization. Dashboards speed up decision-making while revealing patterns, trends, and outliers.

Before You Begin

You must have created a dynamic report that includes the metrics you want to display. See Create Dynamic Reports for instructions.

Steps

In Collections, select Reports → Dashboard configuration.
Select Create a new dashboard.
Enter an informative name in the Dashboard name field and select Yes in the popup window to save.
Select a report from the Add new graphs dropdown.
Select the plus sign to edit the selected graph.
Under Select graph configuration, select a graph type. Available graph types are: line chart, gauge, pie chart, bar chart, area chart, and data table.
Drag the columns you want to graph from Available columns to the X-axis and Y-axis frames. You can also plot columns on a secondary Y-axis.
(Optional) Enter custom names for the X and Y axes.
Select Show example to preview the result.
(Optional) Repeat steps 4–8 to add more graphs to the dashboard.
Select Add graph to dashboard to save.

Set a Dashboard as a Favorite

Select Dashboard configuration from the left menu.
Locate the dashboard you created.
Select the star icon in the My dashboard column.

The starred dashboard now appears when you select My dashboard from the left menu.

Share Dashboards with Other Users

You can share dashboards with other users on an automatic and recurring basis. See Configure and Schedule Tasks for instructions on scheduling dashboard delivery.

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