How to create a dashboard
You can report on metrics that matter to you and your organization. Do this by creating a dashboard and populating it with widgets.
To create a dashboard and populate it with widgets:
1. In the web interface, click Configuration > Dashboard Library.
2. Click the new icon .
The dashboard designer starts, indicated by the words "Drag and drop a widget here" and the appearance of rightmost tabs.
Figure 60: The dashboard designer can be identified by its rightmost tabs
Creating Apex Dashboard [Hi-Res]Creating Apex Dashboard [Hi-Res]
3. Click the Widgets tab to show all available widgets.
4. Add more places to drop widgets using the Add Rows tab.
5. From the list, move a widget to the dashboard using a drag-and-drop operation.
6. Click Properties to set a name, description, filter, or tag for your dashboard.
Figure 61: Dashboard Properties
Dashboard PropertiesDashboard Properties
If you do not set a name, one is automatically generated for you. Any filter to add to the dashboard affects all widgets on the dashboard. Tags allow you to link two or more dashboards together, which you access through drill down selections. Enable Hide Empty Widgets to remove from a dashboard any widget that does not have any data for the selected time period. This allows your dashboard to be more compact and focused. The widget will re-appear if there is data in a different time frame.
7. Click the accept icon .
You successfully created a dashboard and populated it with one or more widgets. If data sources are configured and business groups are set, this dashboard will show data when run in the page.