Creating a Custom Dashboard

Users can create their own custom dashboards. Custom dashboards appear under Dashboards > Custom in the application menu, and are also visible on the Dashboard Overview page.You can choose from the following dashboard types:

  • Dashboard: This type of dashboard allows you to create different types of charts pertaining to up to three datasets. For more information about charts, see Charts.
  • Pivot Table Dashboard: This type of dashboard allows you to choose from only two types of charts: pivot tables and pivot table rows. Pivot table dashboards only allow you to create one chart for the entire dashboard.
  • List: This type of dashboard presents complete search results for one dataset only. The search results option allows you to switch between search results and a dashboard. Upon opening the search results dashboard, the application will show the search results first by default. In the dashboard view you can create charts as you would for a standard dashboard.

To create a dashboard:

  1. From the application menu, click + Create Dashboard, or click Create from the Dashboard Overview page.
  2. Fill in the required fields:
    • Title: Enter a display title for the dashboard.
    • Optionally add a Description.
    • Dashboard Type: Select the dashboard type you prefer.
    • Dashboard Data: Select the type(s) of data you would like to display (e.g. locations, premises, leases, etc.). Users can select up to three datasets per dashboard.
  3. Enable/Disable List allows you to choose whether the list view option is visible in the dashboard options. This switch is only visible if:
    • The selected Page Type is Dashboard.
    • Only one dataset is selected.
  4. Click Create.
  5. Click Cancel to exit the Create Dashboard page and return to the last displayed page.

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