Create a dashboard where you can add performance analytics widgets and other widgets that you frequently use. You can then share the dashboard with other users.
Before you begin
Users with any role can create responsive dashboards.
Procedure
Name | Name the dashboard. |
Order | Enter an Order number to indicate the order the dashboard appears on the dashboard picker. Dashboards with lower numbers are listed first. |
Active | Clear this field to mark the dashboardinactive.
Inactive dashboards are visible on the Dashboard Overview page and in the dashboard picker only to the owner, and users with the dashboard_admin and admin roles. Users with the dashboard_admin role have full view, edit, delete, and share privileges on all dashboards in the instance, including inactive dashboards. Note: When you activate responsive dashboards, the permissions associated with the non-responsive dashboard are carried over to the responsive version. This applies to both active and inactive non-responsive dashboards. |
Owner | The dashboard owner. Only a user with the administrator role can change this value. |
Group | Click the magnifier icon to add the dashboard to a Group. Groups organize dashboards in the dashboard picker list. Grouped dashboards appear at the top of the list. Ungrouped dashboards appear in the list underOther. |
Breakdown Source | Select one or more breakdown sources in the Breakdown Source related list. Breakdowns enable users to filter Performance Analytics data on the dashboard. The Breakdown Source related list is available on the Dashboard form after you create the dashboard. For more information, see Using breakdowns on dashboards. |
Act as filter | You can configure a breakdown on a dashboard to act as an interactive filter for reports on the dashboard. Select the interactive filter you want this breakdown source to act as. |
Result
The dashboard is created with no content. To add your first content, select a widget type and a widget and click Add
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