Dashboard Creation

Last updated on 23 November, 2022

Create a dashboard from scratch to display new information or clone an existing dashboard to reuse existing dashboard information.

Creating a Dashboard

  1. In the top left of the Dashboards page, select the Add icon > Add dashboard.
  2. In the Name field, enter a name for the dashboard that doesn’t include operators and comparison functions. For more information, see Complex Datapoints.
  3. In the Description field, enter a description for this dashboard to reference on the Manage Dashboards page at a later time.
  4. To make this dashboard available to your account only, toggle on Make Private, and then select a Dashboard Owner. For more information, see Private Dashboards.
  5. In the Dashboard Group field, enter the name of a dashboard group to assign your new dashboard to (suggested results are shown as you type). This field is not available for private dashboards.
  6. To add this dashboard to your favorites list so you can more quickly navigate to it in the future, toggle on Add to Favorites.
  7. To make this the dashboard that initially displays each time you open the Dashboards page, toggle on Make Default. You can only set one dashboard as the default.
  8. Add default tokens or create custom tokens for this dashboard. For more information, see Dashboard Tokens.
  9. Select Save to make the dashboard available on the Dashboards page.
  10. Add widgets to your dashboard. For more information, see Widget Creation.

Cloning an Existing Dashboard

Warning: You must have at least one existing dashboard to clone a dashboard.

  1. Navigate to the dashboard you want to clone.
  2. In the top right of the dashboard, select the More Options icon > Clone.
  3. Modify the fields as necessary.
  4. When finished, select Save.
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