Creating Multiple Dashboards: Simplified Guide

Step 1: Navigate to Dashboards Menu

• Click on the blue dashboard navigation button, found on the left side of your screen.

Step 2: Click on “Add Dashboard”

Step 3: Assign a Title

• Give your dashboard a clear and descriptive title that aligns with its reporting purpose.

Step 4: Configure Permissions

• Set up permissions for your dashboard according to your preference. Choose between keeping it private for personal use or sharing it with your entire team.

Step 5: Click “Confirm”

Step 6: Add widgets

• Click on “Add Widget” or explore suggested widgets to initiate your dashboard reporting. Learn more about adding custom widgets 

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