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Create a new dashboard

Before you begin

Plans: Professional and Enterprise

Audience: Creators

The easiest way to create a new dashboard is to start by creating one of the looks you want to display as a tile. Once you've created that look, you can start creating a new dashboard.

To create a new dashboard:

  1. Open the look that you want to include as a tile in the new dashboard. To learn how, see View looks.

  2. In the gear menu, select Save > As a new dashboard:

    save_as_new.png
  3. In the Title field, enter a name for your new dashboard.

  4. In the Folder list, select the folder you want to save the dashboard in:

    save_as_new_folder.png

    Note: The folder that has "User" in its name is your personal folder. Only you can view the dashboards saved in this folder. The other folder uses the company name from your CMMS URL. In the example above, the company name is "Vandelay". Dashboards saved in this folder can be viewed by anyone in your organization with access to analytics.

  5. In the Filters tab, select the checkboxes for any filters you want to include:

    save_as_new_filters.png
  6. Click Save.

Once you've finished creating your new dashboard, you can edit it to add more tiles, rearrange tiles, and more. To learn how, see Edit a dashboard.

 
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