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There are two parts to this screen: the Dashboards and the Defined Panels. The Dashbaords Dashboards are the various views that you create while the panels make up what is displayed in each dashboard. You will need to define your panels before you can add then to a dashboard.

Info

In a nutshell, you need to firstly first define your panels then add them to a dashboard. If this is your first time looking at Actionstep's Dashboard features then it might pay to create a dashboard with all panels to start with so you can get a better understanding of what each will show.


Table of Contents

Dashboards

You can create a new Dashboard by clicking the link. This will take you to a screen where you are prompted to enter in the Dashboard's name, description, order and version. The order will determine how they appear in a menu. If you have users who will have access to more than one dashboard a dashboard with a lower order number will appear above one with a higher number. The version controls of the dashboard will be a traditional or graphical dashboard. Graphical panels (panels that display information in graphical format can only be added to Version 2 Dashboards.

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The panels available under the Panel drop down list will decrease each time you define a panel that you have not defined previously. Already defined panels will drop from the list. Panels can have a width and hight height of either 1, 2 or 3. Basically this lets you choose how much of the screen is taken up by the panel. 

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